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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 | $257,691 | $139,948+84.1% | $121,663+111.8% | $154,746+66.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.93% | 230.52%-211.6pp | 147.54%-128.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $7,164 | $3,521+103.5% | $3,020+137.2% | $4,379+63.6% |
| Participant deferral / active EE | $17,921 | $5,629+218.4% | $4,887+266.7% | $6,730+166.3% |
| Admin fee / account holder | $14,664 | $17,321-15.3% | $14,289+2.6% | $14,365+2.1% |