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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 | $269,749 | $181,896+48.3% | $156,551+72.3% | $273,972-1.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.90% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $11,598 | $6,248+85.6% | $5,501+110.8% | $4,869+138.2% |
| Participant deferral / active EE | $9,302 | $5,550+67.6% | $4,871+91.0% | $5,287+75.9% |
| Admin fee / account holder | $10,211 | $15,560-34.4% | $13,028-21.6% | $10,133+0.8% |