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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 | $292,674 | $56,894+414.4% | $84,753+245.3% | $62,881+365.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.82% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,654 | $2,400+52.3% | $3,574+2.2% | $2,281+60.2% |
| Participant deferral / active EE | $7,682 | $2,709+183.6% | $3,712+107.0% | $3,203+139.8% |
| Admin fee / account holder | $830 | $3,581-76.8% | $5,333-84.4% | $4,296-80.7% |