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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 | $293,917 | $135,956+116.2% | $123,894+137.2% | $273,972+7.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.55% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $6,252 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $19,521 | $6,343+207.8% | $5,984+226.2% | $5,287+269.2% |
| Admin fee / account holder | $2,047 | $9,817-79.2% | $8,357-75.5% | $10,133-79.8% |