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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 | $266,473 | $184,014+44.8% | $161,149+65.4% | $138,895+91.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.74% | 21.52%-8.8pp | 21.16%-8.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $6,763 | $5,055+33.8% | $4,360+55.1% | $4,194+61.2% |
| Participant deferral / active EE | $14,463 | $6,909+109.3% | $6,153+135.0% | $6,396+126.1% |
| Admin fee / account holder | $1,250 | $18,027-93.1% | $15,194-91.8% | $12,562-90.0% |