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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 | $528,137 | $153,769+243.5% | $133,975+294.2% | $273,972+92.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.75% | 36.51%-30.8pp | 29.29%-23.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,056 | $6,029-49.3% | $5,211-41.4% | $4,869-37.2% |
| Participant deferral / active EE | $11,621 | $6,958+67.0% | $6,282+85.0% | $5,287+119.8% |
| Admin fee / account holder | $3,380 | $11,765-71.3% | $9,324-63.8% | $10,133-66.6% |