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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 | $355,539 | $106,749+233.1% | $145,433+144.5% | $82,448+331.2% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 35.53% | 27.59%+7.9pp | 66.58%-31.0pp | 41.64%-6.1pp |
| Employer contribution / active EE | $16,675 | $3,444+384.1% | $4,554+266.1% | $2,551+553.7% |
| Participant deferral / active EE | $10,526 | $6,519+61.5% | $7,897+33.3% | $4,139+154.3% |
| Admin fee / account holder | $12,949 | $8,390+54.3% | $13,129-1.4% | $7,234+79.0% |