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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 | $455,285 | $167,533+171.8% | $151,645+200.2% | $134,545+238.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.01% | 7.81%-2.8pp | 3.34%+1.7pp | 418.37%-413.4pp |
| Employer contribution / active EE | $9,290 | $6,828+36.0% | $6,165+50.7% | $4,742+95.9% |
| Participant deferral / active EE | $17,579 | $8,985+95.7% | $8,363+110.2% | $6,401+174.6% |
| Admin fee / account holder | $16,909 | $13,781+22.7% | $11,614+45.6% | $11,431+47.9% |