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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 | $342,026 | $124,351+175.0% | $109,188+213.2% | $167,553+104.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.50% | 26.04%+0.5pp | 25.76%+0.7pp | 478.89%-452.4pp |
| Employer contribution / active EE | $16,201 | $4,210+284.8% | $3,723+335.1% | $4,840+234.8% |
| Participant deferral / active EE | $6,639 | $5,257+26.3% | $4,654+42.7% | $6,343+4.7% |
| Admin fee / account holder | $19,612 | $7,975+145.9% | $6,755+190.3% | $12,316+59.2% |