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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 | $275,646 | $275,7520% | $256,809+7.3% | $198,609+38.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.02% | 34.81%-17.8pp | 32.73%-15.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $7,552 | $7,721-2.2% | $7,263+4.0% | $5,055+49.4% |
| Participant deferral / active EE | $11,650 | $10,037+16.1% | $9,520+22.4% | $6,977+67.0% |
| Admin fee / account holder | $4,367 | $25,716-83.0% | $25,146-82.6% | $19,030-77.0% |