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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 | $255,991 | $167,415+52.9% | $140,514+82.2% | $198,609+28.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.68% | 13.85%+1.8pp | 14.36%+1.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,067 | $4,088-49.4% | $3,378-38.8% | $5,055-59.1% |
| Participant deferral / active EE | $11,955 | $5,579+114.3% | $4,919+143.1% | $6,977+71.4% |
| Admin fee / account holder | $1,678 | $16,730-90.0% | $13,697-87.7% | $19,030-91.2% |