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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 | $459,299 | $153,769+198.7% | $133,975+242.8% | $273,972+67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.75% | 36.51%-26.8pp | 29.29%-19.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $21,670 | $6,029+259.5% | $5,211+315.8% | $4,869+345.1% |
| Participant deferral / active EE | $15,306 | $6,958+120.0% | $6,282+143.7% | $5,287+189.5% |
| Admin fee / account holder | $409 | $11,765-96.5% | $9,324-95.6% | $10,133-96.0% |