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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 | $470,767 | $135,956+246.3% | $123,894+280.0% | $273,972+71.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.60% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,320 | $5,170-55.1% | $4,617-49.7% | $4,869-52.3% |
| Participant deferral / active EE | $6,533 | $6,343+3.0% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $5,758 | $9,817-41.3% | $8,357-31.1% | $10,133-43.2% |