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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 | $155,555+91.8% | $146,866+103.1% | $155,188+92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.16% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,163 | $4,647-31.9% | $4,425-28.5% | $4,248-25.5% |
| Participant deferral / active EE | $13,841 | $8,044+72.1% | $7,759+78.4% | $6,531+111.9% |
| Admin fee / account holder | $5,395 | $14,755-63.4% | $13,620-60.4% | $14,480-62.7% |