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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 | $332,600 | $199,109+67.0% | $173,730+91.4% | $154,746+114.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.90% | 20.02%-6.1pp | 19.96%-6.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $18,544 | $5,311+249.1% | $4,577+305.1% | $4,379+323.5% |
| Participant deferral / active EE | $19,364 | $7,113+172.3% | $6,326+206.1% | $6,730+187.7% |
| Admin fee / account holder | $26,916 | $20,916+28.7% | $17,523+53.6% | $14,365+87.4% |