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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 | $294,613 | $105,284+179.8% | $150,734+95.5% | $94,015+213.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 17.60% | 15.67%+1.9pp | 600.81%-583.2pp | 17.84%-0.2pp |
| Employer contribution / active EE | $4,334 | $3,599+20.4% | $4,918-11.9% | $2,790+55.3% |
| Participant deferral / active EE | $5,392 | $4,274+26.2% | $5,610-3.9% | $4,249+26.9% |
| Admin fee / account holder | $13,395 | $9,839+36.1% | $14,905-10.1% | $8,951+49.6% |