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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 | $381,253 | $167,522+127.6% | $151,639+151.4% | $134,532+183.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 13.55% | 7.81%+5.7pp | 3.34%+10.2pp | 418.27%-404.7pp |
| Employer contribution / active EE | $29,625 | $6,828+333.9% | $6,165+380.5% | $4,741+524.9% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,401+220.3% |
| Admin fee / account holder | $1,171 | $13,780-91.5% | $11,613-89.9% | $11,429-89.8% |