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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 | $269,489 | $209,336+28.7% | $197,124+36.7% | $137,256+96.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.24% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,927 | $6,591-70.8% | $6,227-69.1% | $4,156-53.6% |
| Participant deferral / active EE | $15,800 | $9,614+64.3% | $9,135+73.0% | $6,407+146.6% |
| Admin fee / account holder | $3,052 | $17,308-82.4% | $16,298-81.3% | $12,270-75.1% |