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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 | $325,480 | $153,769+111.7% | $133,975+142.9% | $273,972+18.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.69% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,609 | $6,029-56.7% | $5,211-49.9% | $4,869-46.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,025 | $11,765+87.2% | $9,324+136.2% | $10,133+117.4% |