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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 | $348,529 | $95,453+265.1% | $112,040+211.1% | $82,448+322.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.01% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $9,172 | $2,318+295.7% | $2,954+210.5% | $2,551+259.6% |
| Participant deferral / active EE | $7,225 | $4,224+71.0% | $5,098+41.7% | $4,139+74.5% |
| Admin fee / account holder | $17,954 | $9,013+99.2% | $12,098+48.4% | $7,234+148.2% |