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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 | $418,082 | $254,759+64.1% | $216,567+93.0% | $198,609+110.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.15% | 10.04%+2.1pp | 12.94%-0.8pp | 202.70%-190.5pp |
| Employer contribution / active EE | $3,232 | $6,096-47.0% | $5,216-38.0% | $5,055-36.1% |
| Participant deferral / active EE | $3,683 | $6,948-47.0% | $6,191-40.5% | $6,977-47.2% |
| Admin fee / account holder | $6,566 | $26,311-75.0% | $21,981-70.1% | $19,030-65.5% |