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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 | $302,684 | $254,759+18.8% | $216,567+39.8% | $198,609+52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.40% | 10.04%+0.4pp | 12.94%-2.5pp | 202.70%-192.3pp |
| Employer contribution / active EE | $22,704 | $6,096+272.4% | $5,216+335.3% | $5,055+349.1% |
| Participant deferral / active EE | $13,117 | $6,948+88.8% | $6,191+111.9% | $6,977+88.0% |
| Admin fee / account holder | $12,423 | $26,311-52.8% | $21,981-43.5% | $19,030-34.7% |