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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 | $446,241 | $106,247+320.0% | $96,515+362.4% | $139,466+220.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.05% | 38.47%+0.6pp | 35.73%+3.3pp | 373.66%-334.6pp |
| Employer contribution / active EE | $5,055 | $4,106+23.1% | $3,740+35.2% | $4,754+6.3% |
| Participant deferral / active EE | $7,697 | $5,456+41.1% | $4,880+57.7% | $6,712+14.7% |
| Admin fee / account holder | $959 | $7,885-87.8% | $6,735-85.8% | $11,409-91.6% |