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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 | $341,001 | $181,896+87.5% | $156,551+117.8% | $273,972+24.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $15,923 | $6,248+154.9% | $5,501+189.4% | $4,869+227.1% |
| Participant deferral / active EE | $10,749 | $5,550+93.7% | $4,871+120.7% | $5,287+103.3% |
| Admin fee / account holder | $4,652 | $15,560-70.1% | $13,028-64.3% | $10,133-54.1% |