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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 | $317,696 | $106,864+197.3% | $147,318+115.7% | $82,637+284.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.81% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $4,079 | $3,417+19.4% | $4,593-11.2% | $2,552+59.8% |
| Participant deferral / active EE | $10,059 | $6,496+54.9% | $7,906+27.2% | $4,126+143.8% |
| Admin fee / account holder | $7,316 | $8,415-13.1% | $13,708-46.6% | $7,339-0.3% |