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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 | $261,224 | $153,769+69.9% | $133,975+95.0% | $273,972-4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.58% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,281 | $6,029-62.2% | $5,211-56.2% | $4,869-53.1% |
| Participant deferral / active EE | $12,374 | $6,958+77.8% | $6,282+97.0% | $5,287+134.0% |
| Admin fee / account holder | $30,533 | $11,765+159.5% | $9,324+227.5% | $10,133+201.3% |