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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 | $334,542 | $140,592+138.0% | $123,105+171.8% | $125,389+166.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 8.40% | 16.80%-8.4pp | 13.22%-4.8pp | 282.24%-273.8pp |
| Employer contribution / active EE | $24,000 | $6,041+297.3% | $5,151+365.9% | $4,866+393.2% |
| Participant deferral / active EE | $35,667 | $6,980+411.0% | $6,229+472.5% | $5,352+566.5% |
| Admin fee / account holder | $6,181 | $11,198-44.8% | $9,014-31.4% | $9,541-35.2% |