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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 | $263,311 | $153,769+71.2% | $133,975+96.5% | $273,972-3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.13% | 36.51%-29.4pp | 29.29%-22.2pp | 41.46%-34.3pp |
| Employer contribution / active EE | $16,507 | $6,029+173.8% | $5,211+216.8% | $4,869+239.0% |
| Participant deferral / active EE | $9,977 | $6,958+43.4% | $6,282+58.8% | $5,287+88.7% |
| Admin fee / account holder | $6,949 | $11,765-40.9% | $9,324-25.5% | $10,133-31.4% |