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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 | $312,932 | $135,956+130.2% | $123,894+152.6% | $273,972+14.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.87% | 56.63%-49.8pp | 47.52%-40.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $15,723 | $5,170+204.1% | $4,617+240.6% | $4,869+222.9% |
| Participant deferral / active EE | $10,786 | $6,343+70.1% | $5,984+80.2% | $5,287+104.0% |
| Admin fee / account holder | $6,736 | $9,817-31.4% | $8,357-19.4% | $10,133-33.5% |