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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 | $375,517 | $143,969+160.8% | $199,883+87.9% | $82,637+354.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 21.61% | 25.67%-4.1pp | 43.81%-22.2pp | 53.51%-31.9pp |
| Employer contribution / active EE | $35,083 | $4,632+657.3% | $6,261+460.3% | $2,552+1274.7% |
| Participant deferral / active EE | $26,157 | $6,937+277.1% | $9,138+186.2% | $4,126+533.9% |
| Admin fee / account holder | $895 | $14,597-93.9% | $17,268-94.8% | $7,339-87.8% |