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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 | $300,158 | $153,311+95.8% | $109,313+174.6% | $273,972+9.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.63% | 29.86%-21.2pp | 22.07%-13.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,950 | $5,619+41.5% | $3,892+104.3% | $4,869+63.3% |
| Participant deferral / active EE | $24,000 | $3,932+510.4% | $3,166+657.9% | $5,287+353.9% |
| Admin fee / account holder | $2,586 | $8,076-68.0% | $5,666-54.4% | $10,133-74.5% |