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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 | $397,554 | $181,896+118.6% | $156,551+153.9% | $273,972+45.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.95% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $7,500 | $6,248+20.0% | $5,501+36.3% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,407 | $15,560-26.7% | $13,028-12.4% | $10,133+12.6% |