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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 | $312,369 | $153,769+103.1% | $133,975+133.2% | $273,972+14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.58% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,120 | $6,029-64.8% | $5,211-59.3% | $4,869-56.5% |
| Participant deferral / active EE | $13,500 | $6,958+94.0% | $6,282+114.9% | $5,287+155.3% |
| Admin fee / account holder | $3,772 | $11,765-67.9% | $9,324-59.6% | $10,133-62.8% |