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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 | $260,575 | $63,082+313.1% | $81,716+218.9% | $79,852+226.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 26.39% | 22.66%+3.7pp | 29.49%-3.1pp | 31.72%-5.3pp |
| Employer contribution / active EE | $5,318 | $1,795+196.2% | $4,310+23.4% | $2,471+115.2% |
| Participant deferral / active EE | $11,767 | $2,780+323.2% | $7,108+65.6% | $3,740+214.6% |
| Admin fee / account holder | $5,475 | $4,428+23.6% | $5,159+6.1% | $5,306+3.2% |