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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 | $454,162 | $135,956+234.1% | $123,894+266.6% | $273,972+65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.60% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $13,707 | $5,170+165.1% | $4,617+196.9% | $4,869+181.5% |
| Participant deferral / active EE | $7,540 | $6,343+18.9% | $5,984+26.0% | $5,287+42.6% |
| Admin fee / account holder | $3,161 | $9,817-67.8% | $8,357-62.2% | $10,133-68.8% |