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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 | $351,755 | $254,759+38.1% | $216,567+62.4% | $198,609+77.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 15.89% | 10.04%+5.8pp | 12.94%+2.9pp | 202.70%-186.8pp |
| Employer contribution / active EE | $5,998 | $6,096-1.6% | $5,216+15.0% | $5,055+18.6% |
| Participant deferral / active EE | $12,594 | $6,948+81.3% | $6,191+103.4% | $6,977+80.5% |
| Admin fee / account holder | $4,397 | $26,311-83.3% | $21,981-80.0% | $19,030-76.9% |