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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,571 | $254,759+41.5% | $216,567+66.5% | $198,609+81.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.51% | 10.04%+3.5pp | 12.94%+0.6pp | 202.70%-189.2pp |
| Employer contribution / active EE | $14,359 | $6,096+135.5% | $5,216+175.3% | $5,055+184.0% |
| Participant deferral / active EE | $15,662 | $6,948+125.4% | $6,191+153.0% | $6,977+124.5% |
| Admin fee / account holder | $4,547 | $26,311-82.7% | $21,981-79.3% | $19,030-76.1% |