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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 | $258,651 | $103,392+150.2% | $87,104+196.9% | $152,897+69.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 29.25% | 28.10%+1.1pp | 28.19%+1.1pp | 345.43%-316.2pp |
| Employer contribution / active EE | $14,636 | $3,221+354.4% | $2,521+480.5% | $4,764+207.3% |
| Participant deferral / active EE | $10,327 | $4,778+116.1% | $4,048+155.1% | $5,851+76.5% |
| Admin fee / account holder | $183,172 | $12,194+1402.2% | $7,491+2345.2% | $11,599+1479.1% |