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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 | $254,952 | $181,896+40.2% | $156,551+62.9% | $273,972-6.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.89% | 30.74%-18.9pp | 32.23%-20.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $16,351 | $6,248+161.7% | $5,501+197.2% | $4,869+235.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,188 | $15,560-85.9% | $13,028-83.2% | $10,133-78.4% |