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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 | $346,733 | $136,860+153.3% | $120,344+188.1% | $154,746+124.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.51% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.8pp |
| Employer contribution / active EE | $3,933 | $3,533+11.3% | $3,020+30.2% | $4,379-10.2% |
| Participant deferral / active EE | $11,587 | $5,793+100.0% | $5,135+125.7% | $6,730+72.2% |
| Admin fee / account holder | $6,652 | $15,393-56.8% | $12,742-47.8% | $14,365-53.7% |