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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 | $477,365 | $254,759+87.4% | $216,567+120.4% | $198,609+140.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.21% | 10.04%+0.2pp | 12.94%-2.7pp | 202.70%-192.5pp |
| Employer contribution / active EE | $4,698 | $6,096-22.9% | $5,216-9.9% | $5,055-7.1% |
| Participant deferral / active EE | $9,160 | $6,948+31.8% | $6,191+48.0% | $6,977+31.3% |
| Admin fee / account holder | $1,254 | $26,311-95.2% | $21,981-94.3% | $19,030-93.4% |