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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 | $267,836 | $124,425+115.3% | $112,040+139.1% | $137,256+95.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.59% | 24.72%-14.1pp | 24.52%-13.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,411 | $3,4110% | $2,954+15.5% | $4,156-17.9% |
| Participant deferral / active EE | $6,567 | $5,718+14.8% | $5,098+28.8% | $6,407+2.5% |
| Admin fee / account holder | $446 | $15,207-97.1% | $12,098-96.3% | $12,270-96.4% |