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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 | $268,119 | $139,948+91.6% | $121,663+120.4% | $154,746+73.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.22% | 230.52%-216.3pp | 147.54%-133.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $7,385 | $3,521+109.8% | $3,020+144.5% | $4,379+68.6% |
| Participant deferral / active EE | $8,610 | $5,629+53.0% | $4,887+76.2% | $6,730+27.9% |
| Admin fee / account holder | $6,495 | $17,321-62.5% | $14,289-54.5% | $14,365-54.8% |