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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 | $297,067 | $117,904+152.0% | $102,457+189.9% | $145,978+103.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.22% | 31.80%-21.6pp | 29.41%-19.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $9,194 | $3,613+154.4% | $3,022+204.2% | $4,662+97.2% |
| Participant deferral / active EE | $7,303 | $5,733+27.4% | $5,054+44.5% | $6,690+9.2% |
| Admin fee / account holder | $14,340 | $13,329+7.6% | $9,451+51.7% | $13,400+7.0% |