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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 | $396,415 | $181,896+117.9% | $156,551+153.2% | $273,972+44.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.24% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $13,307 | $6,248+113.0% | $5,501+141.9% | $4,869+173.3% |
| Participant deferral / active EE | $9,090 | $5,550+63.8% | $4,871+86.6% | $5,287+71.9% |
| Admin fee / account holder | $7,935 | $15,560-49.0% | $13,028-39.1% | $10,133-21.7% |