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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 | $210,510+58.9% | $153,500+117.9% | $145,877+129.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 32.98% | 13.45%+19.5pp | 15.70%+17.3pp | 551.28%-518.3pp |
| Employer contribution / active EE | $30,231 | $6,052+399.5% | $5,039+499.9% | $4,663+548.3% |
| Participant deferral / active EE | $10,635 | $7,974+33.4% | $6,756+57.4% | $6,691+58.9% |
| Admin fee / account holder | $28,897 | $19,455+48.5% | $12,736+126.9% | $13,402+115.6% |