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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 | $306,604 | $140,592+118.1% | $123,105+149.1% | $125,389+144.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.41% | 16.80%-14.4pp | 13.22%-10.8pp | 282.24%-279.8pp |
| Employer contribution / active EE | $20,158 | $6,041+233.7% | $5,151+291.3% | $4,866+314.3% |
| Participant deferral / active EE | $13,004 | $6,980+86.3% | $6,229+108.8% | $5,352+143.0% |
| Admin fee / account holder | $666 | $11,198-94.1% | $9,014-92.6% | $9,541-93.0% |