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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 | $294,655 | $213,785+37.8% | $185,441+58.9% | $155,188+89.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 7.46% | 19.97%-12.5pp | 20.16%-12.7pp | 148.84%-141.4pp |
| Employer contribution / active EE | $25,003 | $5,393+363.6% | $4,672+435.1% | $4,248+488.6% |
| Participant deferral / active EE | $2,555 | $6,864-62.8% | $6,152-58.5% | $6,531-60.9% |
| Admin fee / account holder | $4,279 | $21,134-79.8% | $17,890-76.1% | $14,480-70.4% |