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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 | $364,041 | $155,555+134.0% | $146,866+147.9% | $155,188+134.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.29% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $3,443 | $4,647-25.9% | $4,425-22.2% | $4,248-18.9% |
| Participant deferral / active EE | $17,878 | $8,044+122.2% | $7,759+130.4% | $6,531+173.7% |
| Admin fee / account holder | $6,146 | $14,755-58.3% | $13,620-54.9% | $14,480-57.6% |