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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 | $262,075 | $157,276+66.6% | $141,177+85.6% | $152,885+71.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.90% | 64.33%-36.4pp | 71.40%-43.5pp | 345.39%-317.5pp |
| Employer contribution / active EE | $2,500 | $5,262-52.5% | $4,736-47.2% | $4,763-47.5% |
| Participant deferral / active EE | $2,950 | $7,110-58.5% | $6,710-56.0% | $5,851-49.6% |
| Admin fee / account holder | $10,565 | $12,123-12.8% | $10,263+2.9% | $11,598-8.9% |