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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 | $302,214 | $91,019+232.0% | $392,568-23.0% | $72,975+314.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 25.39% | 20.00%+5.4pp | 24.42%+1.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $12,529 | $2,751+355.5% | $3,783+231.2% | $2,440+413.5% |
| Participant deferral / active EE | $16,522 | $4,570+261.5% | $5,985+176.0% | $3,608+358.0% |
| Admin fee / account holder | $6,126 | $4,895+25.1% | $6,260-2.1% | $5,124+19.6% |