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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 | $367,184 | $118,488+209.9% | $98,462+272.9% | $139,487+163.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.14% | 18.96%+3.2pp | 21.17%+1.0pp | 373.84%-351.7pp |
| Employer contribution / active EE | $11,780 | $3,611+226.3% | $3,049+286.4% | $4,755+147.7% |
| Participant deferral / active EE | $18,441 | $5,393+242.0% | $4,738+289.2% | $6,713+174.7% |
| Admin fee / account holder | $10,761 | $13,868-22.4% | $8,875+21.3% | $11,407-5.7% |