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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 | $481,711 | $181,896+164.8% | $156,551+207.7% | $273,972+75.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $6,929 | $6,248+10.9% | $5,501+26.0% | $4,869+42.3% |
| Participant deferral / active EE | $7,186 | $5,550+29.5% | $4,871+47.5% | $5,287+35.9% |
| Admin fee / account holder | $3,102 | $15,560-80.1% | $13,028-76.2% | $10,133-69.4% |