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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 | $252,330 | $95,404+164.5% | $113,397+122.5% | $82,637+205.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.51% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,261 | $2,307+41.4% | $2,977+9.5% | $2,552+27.8% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,007 | $9,168-1.8% | $11,957-24.7% | $7,339+22.7% |