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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 | $264,413 | $81,476+224.5% | $102,383+158.3% | $80,925+226.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.99% | 25.59%-13.6pp | 24.94%-12.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $7,507 | $3,105+141.8% | $3,870+94.0% | $2,756+172.4% |
| Participant deferral / active EE | $9,271 | $3,871+139.5% | $5,060+83.2% | $4,299+115.7% |
| Admin fee / account holder | $6,191 | $6,717-7.8% | $8,391-26.2% | $6,940-10.8% |