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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 | $383,591 | $181,896+110.9% | $156,551+145.0% | $273,972+40.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.29% | 30.74%-21.5pp | 32.23%-22.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $16,664 | $6,248+166.7% | $5,501+202.9% | $4,869+242.3% |
| Participant deferral / active EE | $10,889 | $5,550+96.2% | $4,871+123.5% | $5,287+106.0% |
| Admin fee / account holder | $1,645 | $15,560-89.4% | $13,028-87.4% | $10,133-83.8% |