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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 | $385,151 | $181,896+111.7% | $156,551+146.0% | $273,972+40.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $30,417 | $6,248+386.8% | $5,501+452.9% | $4,869+524.7% |
| Participant deferral / active EE | $20,171 | $5,550+263.4% | $4,871+314.1% | $5,287+281.5% |
| Admin fee / account holder | $824 | $15,560-94.7% | $13,028-93.7% | $10,133-91.9% |