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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 | $275,704 | $99,345+177.5% | $84,753+225.3% | $273,972+0.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.48% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $11,493 | $4,214+172.7% | $3,574+221.5% | $4,869+136.1% |
| Participant deferral / active EE | $8,734 | $4,270+104.6% | $3,712+135.3% | $5,287+65.2% |
| Admin fee / account holder | $891 | $6,645-86.6% | $5,333-83.3% | $10,133-91.2% |