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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 | $280,352 | $135,956+106.2% | $123,894+126.3% | $273,972+2.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.68% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $10,000 | $5,170+93.4% | $4,617+116.6% | $4,869+105.4% |
| Participant deferral / active EE | $2,460 | $6,343-61.2% | $5,984-58.9% | $5,287-53.5% |
| Admin fee / account holder | $11,357 | $9,817+15.7% | $8,357+35.9% | $10,133+12.1% |