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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 | $261,232 | $86,298+202.7% | $111,308+134.7% | $85,847+204.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 27.61% | 19.99%+7.6pp | 54.67%-27.1pp | 318.61%-291.0pp |
| Employer contribution / active EE | $3,397 | $2,044+66.2% | $2,732+24.3% | $2,565+32.4% |
| Participant deferral / active EE | $7,481 | $3,641+105.5% | $4,487+66.7% | $3,952+89.3% |
| Admin fee / account holder | $8,781 | $8,189+7.2% | $7,965+10.2% | $6,261+40.3% |