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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 | $270,991 | $154,228+75.7% | $145,433+86.3% | $137,256+97.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,670 | $4,804-44.4% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $9,215 | $8,216+12.2% | $7,897+16.7% | $6,407+43.8% |
| Admin fee / account holder | $708 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |