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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 | $313,765 | $123,898+153.2% | $116,538+169.2% | $155,188+102.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 16.02% | 16.04%0pp | 17.97%-1.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $8,834 | $4,739+86.4% | $4,541+94.5% | $4,248+108.0% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,281 | $9,174-53.3% | $8,737-51.0% | $14,480-70.4% |