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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 | $255,424 | $91,179+180.1% | $178,499+43.1% | $79,852+219.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.74% | 24.19%+2.5pp | 151.10%-124.4pp | 31.72%-5.0pp |
| Employer contribution / active EE | $4,614 | $3,256+41.7% | $5,011-7.9% | $2,471+86.7% |
| Participant deferral / active EE | $6,012 | $3,236+85.8% | $5,202+15.6% | $3,740+60.7% |
| Admin fee / account holder | $23,707 | $6,749+251.3% | $13,986+69.5% | $5,306+346.8% |