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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 | $270,173 | $135,956+98.7% | $123,894+118.1% | $273,972-1.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.86% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,007 | $5,170-3.2% | $4,617+8.4% | $4,869+2.8% |
| Participant deferral / active EE | $15,595 | $6,343+145.9% | $5,984+160.6% | $5,287+195.0% |
| Admin fee / account holder | $2,892 | $9,817-70.5% | $8,357-65.4% | $10,133-71.5% |