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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 | $383,024 | $153,769+149.1% | $133,975+185.9% | $273,972+39.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.49% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $16,516 | $6,029+174.0% | $5,211+216.9% | $4,869+239.2% |
| Participant deferral / active EE | $15,655 | $6,958+125.0% | $6,282+149.2% | $5,287+196.1% |
| Admin fee / account holder | $2,097 | $11,765-82.2% | $9,324-77.5% | $10,133-79.3% |