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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 | $323,268 | $135,956+137.8% | $123,894+160.9% | $273,972+18.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,166 | $5,170+58.0% | $4,617+76.9% | $4,869+67.7% |
| Participant deferral / active EE | $9,012 | $6,343+42.1% | $5,984+50.6% | $5,287+70.5% |
| Admin fee / account holder | $26,075 | $9,817+165.6% | $8,357+212.0% | $10,133+157.3% |