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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 | $259,904 | $254,759+2.0% | $216,567+20.0% | $198,609+30.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.06% | 10.04%+8.0pp | 12.94%+5.1pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,398 | $6,096-44.3% | $5,216-34.9% | $5,055-32.8% |
| Participant deferral / active EE | $3,007 | $6,948-56.7% | $6,191-51.4% | $6,977-56.9% |
| Admin fee / account holder | $2,905 | $26,311-89.0% | $21,981-86.8% | $19,030-84.7% |