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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 | $324,537 | $215,361+50.7% | $171,082+89.7% | $273,972+18.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.29% | 25.14%-15.8pp | 32.56%-23.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $33,569 | $4,967+575.9% | $4,002+738.8% | $4,869+589.5% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $2,247 | $10,846-79.3% | $8,520-73.6% | $10,133-77.8% |