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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 | $301,444 | $126,661+138.0% | $113,397+165.8% | $138,895+117.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.31% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $10,699 | $3,456+209.6% | $2,977+259.4% | $4,194+155.1% |
| Participant deferral / active EE | $7,993 | $5,693+40.4% | $5,076+57.5% | $6,396+25.0% |
| Admin fee / account holder | $26,081 | $14,549+79.3% | $11,957+118.1% | $12,562+107.6% |