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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 | $278,764 | $140,592+98.3% | $123,105+126.4% | $125,389+122.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 20.09% | 16.80%+3.3pp | 13.22%+6.9pp | 282.24%-262.2pp |
| Employer contribution / active EE | $18,622 | $6,041+208.3% | $5,151+261.5% | $4,866+282.7% |
| Participant deferral / active EE | $22,800 | $6,980+226.6% | $6,229+266.0% | $5,352+326.0% |
| Admin fee / account holder | $44,608 | $11,198+298.4% | $9,014+394.9% | $9,541+367.5% |