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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 | $273,807 | $196,972+39.0% | $182,262+50.2% | $198,609+37.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.57% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $5,000 | $5,364-6.8% | $5,046-0.9% | $5,055-1.1% |
| Participant deferral / active EE | $23,050 | $8,643+166.7% | $8,276+178.5% | $6,977+230.4% |
| Admin fee / account holder | $330 | $18,429-98.2% | $16,712-98.0% | $19,030-98.3% |