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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 | $136,860+95.7% | $120,344+122.6% | $154,746+73.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.59% | 21.38%-10.8pp | 20.30%-9.7pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,411 | $3,533-3.5% | $3,020+12.9% | $4,379-22.1% |
| Participant deferral / active EE | $6,567 | $5,793+13.4% | $5,135+27.9% | $6,730-2.4% |
| Admin fee / account holder | $446 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |