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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 | $350,812 | $181,896+92.9% | $156,551+124.1% | $273,972+28.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.25% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $7,789 | $6,248+24.7% | $5,501+41.6% | $4,869+60.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,057 | $15,560-73.9% | $13,028-68.9% | $10,133-60.0% |