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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 | $138,312+93.6% | $122,979+117.8% | $155,188+72.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.59% | 22.06%-11.5pp | 20.12%-9.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $3,411 | $3,530-3.4% | $3,062+11.4% | $4,248-19.7% |
| Participant deferral / active EE | $6,567 | $5,592+17.4% | $5,003+31.3% | $6,531+0.6% |
| Admin fee / account holder | $446 | $15,089-97.0% | $12,864-96.5% | $14,480-96.9% |