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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 | $363,040 | $77,816+366.5% | $123,549+193.8% | $64,181+465.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 20.08% | 12.49%+7.6pp | 119.20%-99.1pp | 7.63%+12.4pp |
| Employer contribution / active EE | $12,540 | $3,014+316.1% | $4,628+171.0% | $2,381+426.7% |
| Participant deferral / active EE | $9,296 | $5,240+77.4% | $6,426+44.7% | $3,470+167.9% |
| Admin fee / account holder | $5,821 | $5,519+5.5% | $9,284-37.3% | $4,887+19.1% |