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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 | $324,788 | $153,769+111.2% | $133,975+142.4% | $273,972+18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.33% | 36.51%-22.2pp | 29.29%-15.0pp | 41.46%-27.1pp |
| Employer contribution / active EE | $22,238 | $6,029+268.9% | $5,211+326.7% | $4,869+356.8% |
| Participant deferral / active EE | $15,025 | $6,958+115.9% | $6,282+139.2% | $5,287+184.2% |
| Admin fee / account holder | $30,164 | $11,765+156.4% | $9,324+223.5% | $10,133+197.7% |