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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 | $253,176 | $181,896+39.2% | $156,551+61.7% | $273,972-7.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.97% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,004 | $6,248-51.9% | $5,501-45.4% | $4,869-38.3% |
| Participant deferral / active EE | $10,804 | $5,550+94.7% | $4,871+121.8% | $5,287+104.3% |
| Admin fee / account holder | $2,434 | $15,560-84.4% | $13,028-81.3% | $10,133-76.0% |