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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 | $252,616 | $97,550+159.0% | $120,344+109.9% | $87,485+188.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.64% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.4pp |
| Employer contribution / active EE | $13,825 | $2,291+503.5% | $3,020+357.8% | $2,596+432.5% |
| Participant deferral / active EE | $7,034 | $4,230+66.3% | $5,135+37.0% | $4,274+64.6% |
| Admin fee / account holder | $1,143 | $9,543-88.0% | $12,742-91.0% | $7,775-85.3% |