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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 | $293,255 | $76,834+281.7% | $108,359+170.6% | $87,485+235.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 14.24% | 19.09%-4.8pp | 36.89%-22.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $4,049 | $1,556+160.2% | $2,399+68.8% | $2,596+56.0% |
| Participant deferral / active EE | $4,667 | $3,100+50.6% | $4,137+12.8% | $4,274+9.2% |
| Admin fee / account holder | $8,203 | $6,537+25.5% | $9,741-15.8% | $7,775+5.5% |