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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 | $376,443 | $167,415+124.9% | $140,514+167.9% | $198,609+89.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.39% | 13.85%+3.5pp | 14.36%+3.0pp | 202.70%-185.3pp |
| Employer contribution / active EE | $24,604 | $4,088+501.9% | $3,378+628.3% | $5,055+386.7% |
| Participant deferral / active EE | $32,875 | $5,579+489.3% | $4,919+568.4% | $6,977+371.2% |
| Admin fee / account holder | $1,637 | $16,730-90.2% | $13,697-88.0% | $19,030-91.4% |