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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 | $117,846+381.8% | $102,434+454.3% | $145,884+289.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.72% | 31.90%+2.8pp | 29.46%+5.3pp | 551.85%-517.1pp |
| Employer contribution / active EE | $21,957 | $3,615+507.4% | $3,023+626.3% | $4,662+371.0% |
| Participant deferral / active EE | $6,000 | $5,733+4.6% | $5,055+18.7% | $6,690-10.3% |
| Admin fee / account holder | $13,489 | $13,356+1.0% | $9,462+42.6% | $13,392+0.7% |