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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 | $156,398+72.5% | $147,318+83.1% | $138,895+94.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.82% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,753 | $4,853-22.7% | $4,593-18.3% | $4,194-10.5% |
| Participant deferral / active EE | $21,089 | $8,237+156.0% | $7,906+166.7% | $6,396+229.7% |
| Admin fee / account holder | $746 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |