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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 | $330,893 | $111,814+195.9% | $103,378+220.1% | $145,978+126.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 24.80%-1.9pp | 24.91%-2.0pp | 550.52%-527.6pp |
| Employer contribution / active EE | $7,933 | $4,215+88.2% | $3,870+105.0% | $4,662+70.2% |
| Participant deferral / active EE | $7,643 | $5,618+36.0% | $5,058+51.1% | $6,690+14.2% |
| Admin fee / account holder | $3,279 | $9,764-66.4% | $8,401-61.0% | $13,400-75.5% |