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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 | $297,953 | $153,769+93.8% | $133,975+122.4% | $273,972+8.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.03% | 36.51%-25.5pp | 29.29%-18.3pp | 41.46%-30.4pp |
| Employer contribution / active EE | $10,025 | $6,029+66.3% | $5,211+92.4% | $4,869+105.9% |
| Participant deferral / active EE | $11,858 | $6,958+70.4% | $6,282+88.8% | $5,287+124.3% |
| Admin fee / account holder | $2,067 | $11,765-82.4% | $9,324-77.8% | $10,133-79.6% |