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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 | $300,099 | $201,264+49.1% | $184,185+62.9% | $145,978+105.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.59% | 29.00%-17.4pp | 28.81%-17.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $6,805 | $7,021-3.1% | $6,426+5.9% | $4,662+46.0% |
| Participant deferral / active EE | $12,616 | $9,806+28.7% | $9,132+38.2% | $6,690+88.6% |
| Admin fee / account holder | $1,103 | $16,376-93.3% | $13,909-92.1% | $13,400-91.8% |