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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 | $567,804 | $117,895+381.6% | $102,460+454.2% | $145,897+289.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.72% | 31.92%+2.8pp | 29.47%+5.2pp | 552.29%-517.6pp |
| Employer contribution / active EE | $21,957 | $3,619+506.7% | $3,025+625.8% | $4,663+370.9% |
| Participant deferral / active EE | $6,000 | $5,736+4.6% | $5,056+18.7% | $6,689-10.3% |
| Admin fee / account holder | $13,489 | $13,353+1.0% | $9,460+42.6% | $13,390+0.7% |