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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 | $356,631 | $135,956+162.3% | $123,894+187.9% | $273,972+30.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,020 | $5,170+35.8% | $4,617+52.1% | $4,869+44.2% |
| Participant deferral / active EE | $11,896 | $6,343+87.6% | $5,984+98.8% | $5,287+125.0% |
| Admin fee / account holder | $28,071 | $9,817+185.9% | $8,357+235.9% | $10,133+177.0% |