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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 | $540,534 | $153,774+251.5% | $133,981+303.4% | $273,968+97.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.84% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,697 | $6,029-5.5% | $5,211+9.3% | $4,869+17.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,307 | $11,765-37.9% | $9,324-21.6% | $10,132-27.9% |