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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 | $369,396 | $254,759+45.0% | $216,567+70.6% | $198,609+86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.92% | 10.04%-1.1pp | 12.94%-4.0pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,190 | $6,948+32.3% | $6,191+48.5% | $6,977+31.7% |
| Admin fee / account holder | $133,259 | $26,311+406.5% | $21,981+506.3% | $19,030+600.2% |