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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 | $261,980 | $104,098+151.7% | $140,514+86.4% | $94,015+178.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 14.44% | 15.14%-0.7pp | 14.36%+0.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $3,896 | $2,388+63.1% | $3,378+15.3% | $2,790+39.6% |
| Participant deferral / active EE | $6,341 | $4,033+57.2% | $4,919+28.9% | $4,249+49.2% |
| Admin fee / account holder | $6,348 | $10,439-39.2% | $13,697-53.7% | $8,951-29.1% |