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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 | $396,069 | $210,343+88.3% | $153,476+158.1% | $145,978+171.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.57% | 13.38%-3.8pp | 15.66%-6.1pp | 550.52%-540.9pp |
| Employer contribution / active EE | $16,182 | $6,047+167.6% | $5,038+221.2% | $4,662+247.1% |
| Participant deferral / active EE | $22,687 | $7,977+184.4% | $6,759+235.7% | $6,690+239.1% |
| Admin fee / account holder | $1,383 | $19,424-92.9% | $12,729-89.1% | $13,400-89.7% |