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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 | $269,774 | $155,555+73.4% | $146,866+83.7% | $155,188+73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.82% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,753 | $4,647-19.2% | $4,425-15.2% | $4,248-11.7% |
| Participant deferral / active EE | $21,089 | $8,044+162.2% | $7,759+171.8% | $6,531+222.9% |
| Admin fee / account holder | $746 | $14,755-94.9% | $13,620-94.5% | $14,480-94.8% |