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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 | $267,867 | $102,245+162.0% | $89,340+199.8% | $137,256+95.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.50% | 21.89%-0.4pp | 20.57%+0.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,963 | $2,529+56.7% | $2,231+77.6% | $4,156-4.6% |
| Participant deferral / active EE | $9,747 | $4,436+119.7% | $3,823+155.0% | $6,407+52.1% |
| Admin fee / account holder | $1,556 | $8,085-80.8% | $6,704-76.8% | $12,270-87.3% |