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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 | $282,603 | $181,896+55.4% | $156,551+80.5% | $273,972+3.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $10,440 | $6,248+67.1% | $5,501+89.8% | $4,869+114.4% |
| Participant deferral / active EE | $5,238 | $5,550-5.6% | $4,871+7.5% | $5,287-0.9% |
| Admin fee / account holder | $466 | $15,560-97.0% | $13,028-96.4% | $10,133-95.4% |