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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 | $424,687 | $152,074+179.3% | $137,474+208.9% | $198,609+113.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 13.24% | 10.68%+2.6pp | 11.53%+1.7pp | 202.70%-189.5pp |
| Employer contribution / active EE | $17,278 | $5,444+217.4% | $5,048+242.3% | $5,055+241.8% |
| Participant deferral / active EE | $6,124 | $6,522-6.1% | $6,155-0.5% | $6,977-12.2% |
| Admin fee / account holder | $19,350 | $11,950+61.9% | $10,602+82.5% | $19,030+1.7% |