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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 | $340,356 | $197,603+72.2% | $177,827+91.4% | $158,950+114.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.33% | 58.76%-49.4pp | 48.32%-39.0pp | 302.91%-293.6pp |
| Employer contribution / active EE | $2,292 | $6,698-65.8% | $5,918-61.3% | $4,762-51.9% |
| Participant deferral / active EE | $9,451 | $8,404+12.5% | $7,713+22.5% | $5,983+58.0% |
| Admin fee / account holder | $2,517 | $15,402-83.7% | $12,429-79.7% | $11,248-77.6% |