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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 | $358,532 | $254,759+40.7% | $216,567+65.6% | $198,609+80.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.44% | 10.04%+3.4pp | 12.94%+0.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $3,076 | $6,096-49.5% | $5,216-41.0% | $5,055-39.2% |
| Participant deferral / active EE | $9,867 | $6,948+42.0% | $6,191+59.4% | $6,977+41.4% |
| Admin fee / account holder | $8,792 | $26,311-66.6% | $21,981-60.0% | $19,030-53.8% |