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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 | $258,887 | $181,896+42.3% | $156,551+65.4% | $273,972-5.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.86% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $9,745 | $6,248+56.0% | $5,501+77.1% | $4,869+100.2% |
| Participant deferral / active EE | $5,098 | $5,550-8.1% | $4,871+4.7% | $5,287-3.6% |
| Admin fee / account holder | $3,516 | $15,560-77.4% | $13,028-73.0% | $10,133-65.3% |