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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 | $300,545 | $167,533+79.4% | $151,645+98.2% | $134,545+123.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.16% | 7.81%-0.7pp | 3.34%+3.8pp | 418.37%-411.2pp |
| Employer contribution / active EE | $2,579 | $6,828-62.2% | $6,165-58.2% | $4,742-45.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,998 | $13,781-34.7% | $11,614-22.5% | $11,431-21.3% |