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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 | $300,316 | $212,386+41.4% | $199,883+50.2% | $138,895+116.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.12% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,174 | $6,625-52.1% | $6,261-49.3% | $4,194-24.3% |
| Participant deferral / active EE | $5,648 | $9,617-41.3% | $9,138-38.2% | $6,396-11.7% |
| Admin fee / account holder | $7,152 | $18,233-60.8% | $17,268-58.6% | $12,562-43.1% |