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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 | $326,649 | $181,896+79.6% | $156,551+108.7% | $273,972+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.13% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $18,649 | $6,248+198.5% | $5,501+239.0% | $4,869+283.0% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $695 | $15,560-95.5% | $13,028-94.7% | $10,133-93.1% |