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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 | $379,074 | $135,905+178.9% | $126,068+200.7% | $198,609+90.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.11% | 14.07%+6.0pp | 15.01%+5.1pp | 202.70%-182.6pp |
| Employer contribution / active EE | $40,303 | $4,245+849.4% | $3,968+915.7% | $5,055+697.2% |
| Participant deferral / active EE | $10,002 | $8,523+17.3% | $8,214+21.8% | $6,977+43.4% |
| Admin fee / account holder | $938 | $21,036-95.5% | $18,264-94.9% | $19,030-95.1% |