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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 | $260,014 | $99,345+161.7% | $84,753+206.8% | $273,972-5.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.80% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.7pp |
| Employer contribution / active EE | $12,685 | $4,214+201.0% | $3,574+254.9% | $4,869+160.5% |
| Participant deferral / active EE | $6,035 | $4,270+41.3% | $3,712+62.6% | $5,287+14.1% |
| Admin fee / account holder | $1,925 | $6,645-71.0% | $5,333-63.9% | $10,133-81.0% |