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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 | $400,227 | $135,956+194.4% | $123,894+223.0% | $273,972+46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.11% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $7,473 | $5,170+44.6% | $4,617+61.9% | $4,869+53.5% |
| Participant deferral / active EE | $8,417 | $6,343+32.7% | $5,984+40.7% | $5,287+59.2% |
| Admin fee / account holder | $5,908 | $9,817-39.8% | $8,357-29.3% | $10,133-41.7% |