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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 | $277,995 | $136,860+103.1% | $120,344+131.0% | $154,746+79.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.38% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $5,449 | $3,533+54.2% | $3,020+80.4% | $4,379+24.4% |
| Participant deferral / active EE | $22,085 | $5,793+281.2% | $5,135+330.1% | $6,730+228.1% |
| Admin fee / account holder | $2,126 | $15,393-86.2% | $12,742-83.3% | $14,365-85.2% |