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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 | $338,808 | $153,769+120.3% | $133,975+152.9% | $273,972+23.7% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 10.21% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.2pp |
| Employer contribution / active EE | $25,577 | $6,029+324.3% | $5,211+390.8% | $4,869+425.3% |
| Participant deferral / active EE | $17,121 | $6,958+146.1% | $6,282+172.6% | $5,287+223.8% |
| Admin fee / account holder | $32,522 | $11,765+176.4% | $9,324+248.8% | $10,133+221.0% |