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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 | $514,342 | $254,759+101.9% | $216,567+137.5% | $198,609+159.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.49% | 10.04%+1.4pp | 12.94%-1.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $25,776 | $6,096+322.8% | $5,216+394.2% | $5,055+409.9% |
| Participant deferral / active EE | $20,050 | $6,948+188.6% | $6,191+223.9% | $6,977+187.4% |
| Admin fee / account holder | $4,472 | $26,311-83.0% | $21,981-79.7% | $19,030-76.5% |