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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 | $439,279 | $135,905+223.2% | $126,068+248.4% | $198,609+121.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.67% | 14.07%+3.6pp | 15.01%+2.7pp | 202.70%-185.0pp |
| Employer contribution / active EE | $20,088 | $4,245+373.2% | $3,968+406.2% | $5,055+297.4% |
| Participant deferral / active EE | $9,442 | $8,523+10.8% | $8,214+15.0% | $6,977+35.3% |
| Admin fee / account holder | $6,895 | $21,036-67.2% | $18,264-62.2% | $19,030-63.8% |