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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 | $262,332 | $135,956+93.0% | $123,894+111.7% | $273,972-4.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $27,055 | $5,170+423.3% | $4,617+486.0% | $4,869+455.7% |
| Participant deferral / active EE | $19,553 | $6,343+208.3% | $5,984+226.8% | $5,287+269.8% |
| Admin fee / account holder | $1,259 | $9,817-87.2% | $8,357-84.9% | $10,133-87.6% |