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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 | $308,011 | $114,013+170.2% | $103,693+197.0% | $155,188+98.5% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.8pp | 80.8%+14.7pp |
| Annual return | 15.29% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $17,489 | $3,131+458.5% | $2,920+498.9% | $4,248+311.7% |
| Participant deferral / active EE | $6,395 | $4,970+28.7% | $4,579+39.7% | $6,531-2.1% |
| Admin fee / account holder | $3,092 | $8,407-63.2% | $7,858-60.7% | $14,480-78.6% |