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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 | $254,759+30.6% | $216,567+53.6% | $198,609+67.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.90% | 10.04%+3.9pp | 12.94%+1.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $18,544 | $6,096+204.2% | $5,216+255.5% | $5,055+266.8% |
| Participant deferral / active EE | $19,364 | $6,948+178.7% | $6,191+212.8% | $6,977+177.6% |
| Admin fee / account holder | $26,916 | $26,311+2.3% | $21,981+22.5% | $19,030+41.4% |