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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 | $295,760 | $117,829+151.0% | $102,423+188.8% | $145,877+102.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 11.49% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $17,163 | $3,615+374.8% | $3,023+467.8% | $4,663+268.1% |
| Participant deferral / active EE | $7,628 | $5,732+33.1% | $5,054+50.9% | $6,691+14.0% |
| Admin fee / account holder | $13,966 | $13,335+4.7% | $9,455+47.7% | $13,402+4.2% |