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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 | $266,679 | $102,245+160.8% | $89,340+198.5% | $137,256+94.3% |
| Participation rate | 92.3% | 74.9%+17.4pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 10.92% | 21.89%-11.0pp | 20.57%-9.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $8,244 | $2,529+225.9% | $2,231+269.5% | $4,156+98.4% |
| Participant deferral / active EE | $9,416 | $4,436+112.2% | $3,823+146.3% | $6,407+47.0% |
| Admin fee / account holder | $131,391 | $8,085+1525.1% | $6,704+1860.0% | $12,270+970.8% |