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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 | $252,737 | $110,337+129.1% | $102,383+146.9% | $145,877+73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.54% | 24.83%+0.7pp | 24.94%+0.6pp | 551.28%-525.7pp |
| Employer contribution / active EE | $7,384 | $4,216+75.1% | $3,870+90.8% | $4,663+58.4% |
| Participant deferral / active EE | $2,302 | $5,621-59.0% | $5,060-54.5% | $6,691-65.6% |
| Admin fee / account holder | $5,057 | $9,750-48.1% | $8,391-39.7% | $13,402-62.3% |