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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 | $428,556 | $315,200+36.0% | $238,191+79.9% | $155,188+176.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 17.01% | 10.25%+6.8pp | 13.02%+4.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $7,227 | $6,383+13.2% | $5,082+42.2% | $4,248+70.1% |
| Participant deferral / active EE | $7,227 | $8,044-10.2% | $6,726+7.4% | $6,531+10.7% |
| Admin fee / account holder | $44,357 | $48,031-7.6% | $34,582+28.3% | $14,480+206.3% |