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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 | $336,698 | $110,240+205.4% | $96,544+248.8% | $139,487+141.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 24.31% | 26.41%-2.1pp | 25.88%-1.6pp | 373.84%-349.5pp |
| Employer contribution / active EE | $5,477 | $3,622+51.2% | $2,966+84.6% | $4,755+15.2% |
| Participant deferral / active EE | $9,641 | $5,549+73.8% | $4,851+98.7% | $6,713+43.6% |
| Admin fee / account holder | $28,322 | $11,602+144.1% | $8,254+243.1% | $11,407+148.3% |