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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 | $261,461 | $254,759+2.6% | $216,567+20.7% | $198,609+31.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.72% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-188.0pp |
| Employer contribution / active EE | $11,138 | $6,096+82.7% | $5,216+113.5% | $5,055+120.3% |
| Participant deferral / active EE | $18,348 | $6,948+164.1% | $6,191+196.4% | $6,977+163.0% |
| Admin fee / account holder | $3,422 | $26,311-87.0% | $21,981-84.4% | $19,030-82.0% |