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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 | $303,097 | $106,749+183.9% | $145,433+108.4% | $82,448+267.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.99% | 27.59%-2.6pp | 66.58%-41.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $29,229 | $3,444+748.6% | $4,554+541.8% | $2,551+1045.8% |
| Participant deferral / active EE | $22,727 | $6,519+248.7% | $7,897+187.8% | $4,139+449.1% |
| Admin fee / account holder | $11,358 | $8,390+35.4% | $13,129-13.5% | $7,234+57.0% |