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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 | $297,082 | $181,896+63.3% | $156,551+89.8% | $273,972+8.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.48% | 30.74%-20.3pp | 32.23%-21.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,501 | $6,248-60.0% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $30,217 | $15,560+94.2% | $13,028+131.9% | $10,133+198.2% |