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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 | $349,509 | $254,759+37.2% | $216,567+61.4% | $198,609+76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 11.03% | 10.04%+1.0pp | 12.94%-1.9pp | 202.70%-191.7pp |
| Employer contribution / active EE | $13,996 | $6,096+129.6% | $5,216+168.3% | $5,055+176.8% |
| Participant deferral / active EE | $11,228 | $6,948+61.6% | $6,191+81.4% | $6,977+60.9% |
| Admin fee / account holder | $126,085 | $26,311+379.2% | $21,981+473.6% | $19,030+562.5% |