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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 | $315,252 | $109,359+188.3% | $162,177+94.4% | $72,975+332.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.80% | 25.46%+1.3pp | 115.60%-88.8pp | 81.01%-54.2pp |
| Employer contribution / active EE | $12,803 | $3,907+227.7% | $5,613+128.1% | $2,440+424.7% |
| Participant deferral / active EE | $11,185 | $5,481+104.1% | $7,297+53.3% | $3,608+210.0% |
| Admin fee / account holder | $5,605 | $7,972-29.7% | $10,843-48.3% | $5,124+9.4% |