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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 | $260,330 | $93,617+178.1% | $135,982+91.4% | $75,177+246.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.44% | 30.89%-15.4pp | 68.32%-52.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $9,669 | $3,538+173.3% | $4,859+99.0% | $2,671+262.0% |
| Participant deferral / active EE | $10,643 | $6,406+66.1% | $7,760+37.2% | $4,126+157.9% |
| Admin fee / account holder | $10,101 | $6,980+44.7% | $10,767-6.2% | $5,651+78.7% |