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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 | $308,922 | $135,956+127.2% | $123,894+149.3% | $273,972+12.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.33% | 56.63%-36.3pp | 47.52%-27.2pp | 41.46%-21.1pp |
| Employer contribution / active EE | $11,212 | $5,170+116.9% | $4,617+142.9% | $4,869+130.3% |
| Participant deferral / active EE | $7,379 | $6,343+16.3% | $5,984+23.3% | $5,287+39.6% |
| Admin fee / account holder | $7,619 | $9,817-22.4% | $8,357-8.8% | $10,133-24.8% |