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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 | $301,633 | $135,956+121.9% | $123,894+143.5% | $273,972+10.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,705 | $5,170+126.4% | $4,617+153.5% | $4,869+140.4% |
| Participant deferral / active EE | $6,394 | $6,343+0.8% | $5,984+6.9% | $5,287+20.9% |
| Admin fee / account holder | $1,300 | $9,817-86.8% | $8,357-84.4% | $10,133-87.2% |