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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 | $382,155 | $185,141+106.4% | $153,416+149.1% | $155,188+146.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 8.32% | 18.72%-10.4pp | 17.84%-9.5pp | 148.84%-140.5pp |
| Employer contribution / active EE | $6,707 | $4,489+49.4% | $3,764+78.2% | $4,248+57.9% |
| Participant deferral / active EE | $4,950 | $5,477-9.6% | $4,723+4.8% | $6,531-24.2% |
| Admin fee / account holder | $94,904 | $16,005+493.0% | $13,095+624.7% | $14,480+555.4% |