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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 | $606,369 | $153,774+294.3% | $133,979+352.6% | $273,970+121.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.77% | 36.51%-27.7pp | 29.30%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $4,120 | $6,029-31.7% | $5,211-20.9% | $4,869-15.4% |
| Participant deferral / active EE | $8,456 | $6,958+21.5% | $6,282+34.6% | $5,287+59.9% |
| Admin fee / account holder | $16,451 | $11,765+39.8% | $9,324+76.4% | $10,132+62.4% |