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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 | $272,020 | $99,345+173.8% | $84,753+221.0% | $273,972-0.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.05% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $10,072 | $4,214+139.0% | $3,574+181.8% | $4,869+106.9% |
| Participant deferral / active EE | $6,820 | $4,270+59.7% | $3,712+83.7% | $5,287+29.0% |
| Admin fee / account holder | $159,543 | $6,645+2300.8% | $5,333+2891.5% | $10,133+1474.5% |