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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 | $368,857 | $153,769+139.9% | $133,975+175.3% | $273,972+34.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.52% | 36.51%-25.0pp | 29.29%-17.8pp | 41.46%-29.9pp |
| Employer contribution / active EE | $12,781 | $6,029+112.0% | $5,211+145.3% | $4,869+162.5% |
| Participant deferral / active EE | $10,845 | $6,958+55.8% | $6,282+72.6% | $5,287+105.1% |
| Admin fee / account holder | $409 | $11,765-96.5% | $9,324-95.6% | $10,133-96.0% |