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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 | $298,350 | $162,136+84.0% | $152,301+95.9% | $154,746+92.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.16% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,163 | $4,890-35.3% | $4,624-31.6% | $4,379-27.8% |
| Participant deferral / active EE | $13,841 | $8,341+65.9% | $8,004+72.9% | $6,730+105.6% |
| Admin fee / account holder | $5,395 | $15,759-65.8% | $14,398-62.5% | $14,365-62.4% |