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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 | $308,162 | $99,345+210.2% | $84,753+263.6% | $273,972+12.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 47.41% | 22.93%+24.5pp | 22.78%+24.6pp | 41.46%+6.0pp |
| Employer contribution / active EE | $5,341 | $4,214+26.7% | $3,574+49.4% | $4,869+9.7% |
| Participant deferral / active EE | $13,634 | $4,270+219.3% | $3,712+267.3% | $5,287+157.9% |
| Admin fee / account holder | $1,917 | $6,645-71.2% | $5,333-64.1% | $10,133-81.1% |