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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 | $368,972 | $123,793+198.1% | $177,840+107.5% | $79,852+362.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.42% | 22.82%-0.4pp | 48.32%-25.9pp | 31.72%-9.3pp |
| Employer contribution / active EE | $26,536 | $4,095+548.0% | $5,919+348.4% | $2,471+973.9% |
| Participant deferral / active EE | $17,363 | $5,956+191.5% | $7,714+125.1% | $3,740+364.2% |
| Admin fee / account holder | $23,512 | $7,243+224.6% | $12,431+89.1% | $5,306+343.1% |