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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 | $254,723 | $181,896+40.0% | $156,551+62.7% | $273,972-7.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $10,012 | $6,248+60.2% | $5,501+82.0% | $4,869+105.6% |
| Participant deferral / active EE | $7,152 | $5,550+28.9% | $4,871+46.8% | $5,287+35.3% |
| Admin fee / account holder | $1,671 | $15,560-89.3% | $13,028-87.2% | $10,133-83.5% |