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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 | $270,100 | $181,896+48.5% | $156,551+72.5% | $273,972-1.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.97% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $20,176 | $6,248+222.9% | $5,501+266.8% | $4,869+314.4% |
| Participant deferral / active EE | $12,942 | $5,550+133.2% | $4,871+165.7% | $5,287+144.8% |
| Admin fee / account holder | $1,238 | $15,560-92.0% | $13,028-90.5% | $10,133-87.8% |