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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 | $344,361 | $181,896+89.3% | $156,551+120.0% | $273,972+25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.93% | 30.74%-17.8pp | 32.23%-19.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $13,713 | $6,248+119.5% | $5,501+149.3% | $4,869+181.7% |
| Participant deferral / active EE | $10,838 | $5,550+95.3% | $4,871+122.5% | $5,287+105.0% |
| Admin fee / account holder | $19,086 | $15,560+22.7% | $13,028+46.5% | $10,133+88.4% |