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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 | $334,440 | $210,991+58.5% | $153,741+117.5% | $145,897+129.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 32.98% | 13.46%+19.5pp | 15.71%+17.3pp | 552.29%-519.3pp |
| Employer contribution / active EE | $30,231 | $6,057+399.1% | $5,042+499.6% | $4,663+548.4% |
| Participant deferral / active EE | $10,635 | $7,979+33.3% | $6,757+57.4% | $6,689+59.0% |
| Admin fee / account holder | $28,897 | $19,490+48.3% | $12,749+126.7% | $13,390+115.8% |