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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 | $325,786 | $109,359+197.9% | $162,185+100.9% | $72,976+346.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.90% | 25.46%+0.4pp | 115.61%-89.7pp | 81.02%-55.1pp |
| Employer contribution / active EE | $7,213 | $3,907+84.6% | $5,613+28.5% | $2,440+195.6% |
| Participant deferral / active EE | $13,058 | $5,481+138.2% | $7,297+78.9% | $3,608+261.9% |
| Admin fee / account holder | $856 | $7,972-89.3% | $10,844-92.1% | $5,124-83.3% |