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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 | $298,961 | $184,014+62.5% | $161,149+85.5% | $138,895+115.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.29% | 21.52%-7.2pp | 21.16%-6.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $18,876 | $5,055+273.4% | $4,360+332.9% | $4,194+350.0% |
| Participant deferral / active EE | $7,270 | $6,909+5.2% | $6,153+18.2% | $6,396+13.7% |
| Admin fee / account holder | $32,935 | $18,027+82.7% | $15,194+116.8% | $12,562+162.2% |