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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 | $320,154 | $153,769+108.2% | $133,975+139.0% | $273,972+16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.36% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $3,431 | $6,029-43.1% | $5,211-34.2% | $4,869-29.5% |
| Participant deferral / active EE | $6,688 | $6,958-3.9% | $6,282+6.5% | $5,287+26.5% |
| Admin fee / account holder | $1,803 | $11,765-84.7% | $9,324-80.7% | $10,133-82.2% |