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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 | $288,707 | $153,769+87.8% | $133,975+115.5% | $273,972+5.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.18% | 36.51%-21.3pp | 29.29%-14.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $20,000 | $6,029+231.7% | $5,211+283.8% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,896 | $11,765-83.9% | $9,324-79.7% | $10,133-81.3% |