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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 | $259,324 | $153,769+68.6% | $133,975+93.6% | $273,972-5.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 17.48% | 36.51%-19.0pp | 29.29%-11.8pp | 41.46%-24.0pp |
| Employer contribution / active EE | $26,260 | $6,029+335.6% | $5,211+403.9% | $4,869+439.4% |
| Participant deferral / active EE | $12,109 | $6,958+74.0% | $6,282+92.8% | $5,287+129.0% |
| Admin fee / account holder | $27,565 | $11,765+134.3% | $9,324+195.6% | $10,133+172.0% |