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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 | $259,891 | $178,174+45.9% | $156,181+66.4% | $137,256+89.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.18% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,750 | $4,972-44.7% | $4,294-36.0% | $4,156-33.8% |
| Participant deferral / active EE | $6,756 | $6,888-1.9% | $6,132+10.2% | $6,407+5.5% |
| Admin fee / account holder | $403 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |