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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 | $301,854 | $185,312+62.9% | $161,489+86.9% | $154,746+95.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.08% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,274 | $4,769-31.4% | $4,268-23.3% | $4,379-25.2% |
| Participant deferral / active EE | $7,014 | $6,350+10.5% | $5,630+24.6% | $6,730+4.2% |
| Admin fee / account holder | $7,623 | $18,654-59.1% | $16,006-52.4% | $14,365-46.9% |