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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 | $508,166 | $181,896+179.4% | $156,551+224.6% | $273,972+85.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.93% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $21,620 | $6,248+246.0% | $5,501+293.0% | $4,869+344.1% |
| Participant deferral / active EE | $15,263 | $5,550+175.0% | $4,871+213.3% | $5,287+188.7% |
| Admin fee / account holder | $39,802 | $15,560+155.8% | $13,028+205.5% | $10,133+292.8% |