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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 | $339,830 | $88,583+283.6% | $88,497+284.0% | $273,972+24.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.98% | 5.68%+2.3pp | 7.63%+0.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $15,091 | $4,502+235.2% | $4,036+273.9% | $4,869+209.9% |
| Participant deferral / active EE | $10,379 | $4,891+112.2% | $4,899+111.8% | $5,287+96.3% |
| Admin fee / account holder | $6,416 | $8,980-28.6% | $6,220+3.2% | $10,133-36.7% |