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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 | $354,549 | $153,769+130.6% | $133,975+164.6% | $273,972+29.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.36% | 36.51%-25.2pp | 29.29%-17.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $20,604 | $6,029+241.8% | $5,211+295.4% | $4,869+323.2% |
| Participant deferral / active EE | $13,854 | $6,958+99.1% | $6,282+120.5% | $5,287+162.0% |
| Admin fee / account holder | $735 | $11,765-93.8% | $9,324-92.1% | $10,133-92.7% |