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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 | $284,798 | $215,361+32.2% | $171,082+66.5% | $273,972+4.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.59% | 25.14%-10.5pp | 32.56%-18.0pp | 41.46%-26.9pp |
| Employer contribution / active EE | $9,729 | $4,967+95.9% | $4,002+143.1% | $4,869+99.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,406 | $10,846+23.6% | $8,520+57.4% | $10,133+32.3% |