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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 | $356,117 | $123,793+187.7% | $177,848+100.2% | $79,856+345.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.35% | 22.82%-8.5pp | 48.33%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,091 | $4,095+73.1% | $5,919+19.8% | $2,471+186.9% |
| Participant deferral / active EE | $7,498 | $5,956+25.9% | $7,714-2.8% | $3,741+100.4% |
| Admin fee / account holder | $2,092 | $7,243-71.1% | $12,431-83.2% | $5,306-60.6% |