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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 | $326,705 | $153,769+112.5% | $133,975+143.9% | $273,972+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.38% | 36.51%-27.1pp | 29.29%-19.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $8,000 | $6,029+32.7% | $5,211+53.5% | $4,869+64.3% |
| Participant deferral / active EE | $5,863 | $6,958-15.7% | $6,282-6.7% | $5,287+10.9% |
| Admin fee / account holder | $2,302 | $11,765-80.4% | $9,324-75.3% | $10,133-77.3% |