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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 | $317,337 | $140,592+125.7% | $123,105+157.8% | $125,389+153.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.54% | 16.80%-13.3pp | 13.22%-9.7pp | 282.24%-278.7pp |
| Employer contribution / active EE | $7,500 | $6,041+24.1% | $5,151+45.6% | $4,866+54.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,482 | $11,198+38.3% | $9,014+71.8% | $9,541+62.3% |