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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 | $526,326 | $254,759+106.6% | $216,567+143.0% | $198,609+165.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.13% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $12,432 | $6,096+103.9% | $5,216+138.3% | $5,055+145.9% |
| Participant deferral / active EE | $16,524 | $6,948+137.8% | $6,191+166.9% | $6,977+136.8% |
| Admin fee / account holder | $16,456 | $26,311-37.5% | $21,981-25.1% | $19,030-13.5% |