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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 | $319,817 | $153,769+108.0% | $133,975+138.7% | $273,972+16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.55% | 36.51%-33.0pp | 29.29%-25.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $7,500 | $6,029+24.4% | $5,211+43.9% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,278 | $11,765+38.4% | $9,324+74.6% | $10,133+60.7% |