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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 | $284,768 | $106,974+166.2% | $90,796+213.6% | $138,895+105.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 18.11% | 20.10%-2.0pp | 19.29%-1.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $5,474 | $2,609+109.8% | $2,294+138.6% | $4,194+30.5% |
| Participant deferral / active EE | $17,000 | $4,455+281.6% | $3,822+344.8% | $6,396+165.8% |
| Admin fee / account holder | $5,406 | $8,626-37.3% | $7,024-23.0% | $12,562-57.0% |