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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 | $396,725 | $56,894+597.3% | $84,753+368.1% | $62,881+530.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.10% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $8,562 | $2,400+256.8% | $3,574+139.5% | $2,281+275.4% |
| Participant deferral / active EE | $2,905 | $2,709+7.2% | $3,712-21.7% | $3,203-9.3% |
| Admin fee / account holder | $4,224 | $3,581+17.9% | $5,333-20.8% | $4,296-1.7% |