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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 | $413,383 | $153,769+168.8% | $133,975+208.6% | $273,972+50.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.98% | 36.51%-31.5pp | 29.29%-24.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $18,952 | $6,029+214.4% | $5,211+263.7% | $4,869+289.3% |
| Participant deferral / active EE | $7,152 | $6,958+2.8% | $6,282+13.8% | $5,287+35.3% |
| Admin fee / account holder | $63,462 | $11,765+439.4% | $9,324+580.6% | $10,133+526.3% |