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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 | $252,518 | $124,980+102.0% | $108,359+133.0% | $154,746+63.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.09% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,011 | $2,851-29.4% | $2,399-16.2% | $4,379-54.1% |
| Participant deferral / active EE | $8,336 | $4,743+75.8% | $4,137+101.5% | $6,730+23.9% |
| Admin fee / account holder | $11,559 | $11,502+0.5% | $9,741+18.7% | $14,365-19.5% |