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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 | $263,251 | $76,371+244.7% | $93,621+181.2% | $72,976+260.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 30.69% | 25.82%+4.9pp | 32.76%-2.1pp | 81.02%-50.3pp |
| Employer contribution / active EE | $2,011 | $2,276-11.6% | $2,719-26.0% | $2,440-17.6% |
| Participant deferral / active EE | $9,041 | $3,538+155.5% | $4,070+122.2% | $3,608+150.6% |
| Admin fee / account holder | $8,343 | $6,839+22.0% | $7,890+5.7% | $5,124+62.8% |