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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 | $320,741 | $99,341+222.9% | $84,750+278.5% | $273,965+17.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $16,542 | $4,214+292.6% | $3,574+362.8% | $4,869+239.8% |
| Participant deferral / active EE | $7,813 | $4,269+83.0% | $3,712+110.5% | $5,287+47.8% |
| Admin fee / account holder | $1,439 | $6,644-78.3% | $5,332-73.0% | $10,132-85.8% |