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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 | $360,392 | $95,762+276.3% | $379,746-5.1% | $79,856+351.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 21.53% | 18.26%+3.3pp | 34.90%-13.4pp | 31.71%-10.2pp |
| Employer contribution / active EE | $14,589 | $2,695+441.3% | $3,540+312.2% | $2,471+490.4% |
| Participant deferral / active EE | $17,785 | $4,705+278.0% | $6,024+195.2% | $3,741+375.4% |
| Admin fee / account holder | $1,361 | $6,745-79.8% | $7,927-82.8% | $5,306-74.4% |