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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 | $391,005 | $155,555+151.4% | $146,866+166.2% | $155,188+152.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.85% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $8,524 | $4,647+83.5% | $4,425+92.7% | $4,248+100.7% |
| Participant deferral / active EE | $13,469 | $8,044+67.4% | $7,759+73.6% | $6,531+106.2% |
| Admin fee / account holder | $15,911 | $14,755+7.8% | $13,620+16.8% | $14,480+9.9% |