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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 | $347,110 | $56,894+510.1% | $84,753+309.6% | $62,881+452.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.14% | 6.30%+2.8pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $13,910 | $2,400+479.6% | $3,574+289.2% | $2,281+509.8% |
| Participant deferral / active EE | $8,792 | $2,709+224.5% | $3,712+136.9% | $3,203+174.5% |
| Admin fee / account holder | $6,131 | $3,581+71.2% | $5,333+15.0% | $4,296+42.7% |