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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 | $77,574+278.0% | $108,753+169.7% | $86,983+237.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 14.24% | 18.42%-4.2pp | 37.47%-23.2pp | 25.83%-11.6pp |
| Employer contribution / active EE | $4,049 | $1,611+151.4% | $2,427+66.9% | $2,584+56.7% |
| Participant deferral / active EE | $4,667 | $3,128+49.2% | $4,115+13.4% | $4,194+11.3% |
| Admin fee / account holder | $8,203 | $6,529+25.6% | $10,320-20.5% | $7,856+4.4% |