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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 | $310,451 | $507,760-38.9% | $505,189-38.5% | $534,210-41.9% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 12.89% | 13.03%-0.1pp | 13.03%-0.1pp | 10.40%+2.5pp |
| Employer contribution / active EE | $10,000 | $15,890-37.1% | $16,213-38.3% | $19,440-48.6% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $6,967 | $6,250+11.5% | $6,372+9.3% | $14,821-53.0% |