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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 | $315,219 | $153,769+105.0% | $133,975+135.3% | $273,972+15.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.86% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $7,163 | $6,029+18.8% | $5,211+37.5% | $4,869+47.1% |
| Participant deferral / active EE | $8,272 | $6,958+18.9% | $6,282+31.7% | $5,287+56.4% |
| Admin fee / account holder | $3,327 | $11,765-71.7% | $9,324-64.3% | $10,133-67.2% |