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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 | $136,860+175.1% | $120,344+212.8% | $154,746+143.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.39% | 21.38%-4.0pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $24,604 | $3,533+596.4% | $3,020+714.7% | $4,379+461.9% |
| Participant deferral / active EE | $32,875 | $5,793+467.5% | $5,135+540.2% | $6,730+388.5% |
| Admin fee / account holder | $1,637 | $15,393-89.4% | $12,742-87.2% | $14,365-88.6% |