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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 | $264,367 | $153,769+71.9% | $133,975+97.3% | $273,972-3.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.23% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $9,405 | $6,029+56.0% | $5,211+80.5% | $4,869+93.2% |
| Participant deferral / active EE | $8,640 | $6,958+24.2% | $6,282+37.5% | $5,287+63.4% |
| Admin fee / account holder | $5,791 | $11,765-50.8% | $9,324-37.9% | $10,133-42.8% |