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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 | $299,047 | $215,361+38.9% | $171,082+74.8% | $273,972+9.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 33.59% | 25.14%+8.4pp | 32.56%+1.0pp | 41.46%-7.9pp |
| Employer contribution / active EE | $3,292 | $4,967-33.7% | $4,002-17.7% | $4,869-32.4% |
| Participant deferral / active EE | $9,325 | $5,543+68.2% | $4,797+94.4% | $5,287+76.4% |
| Admin fee / account holder | $13,132 | $10,846+21.1% | $8,520+54.1% | $10,133+29.6% |