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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 | $335,967 | $153,769+118.5% | $133,975+150.8% | $273,972+22.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.88% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $9,941 | $6,029+64.9% | $5,211+90.8% | $4,869+104.2% |
| Participant deferral / active EE | $5,100 | $6,958-26.7% | $6,282-18.8% | $5,287-3.5% |
| Admin fee / account holder | $371 | $11,765-96.8% | $9,324-96.0% | $10,133-96.3% |