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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 | $254,425 | $178,174+42.8% | $156,181+62.9% | $137,256+85.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.84% | 84.19%-68.4pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,343 | $4,972-32.7% | $4,294-22.1% | $4,156-19.6% |
| Participant deferral / active EE | $9,862 | $6,888+43.2% | $6,132+60.8% | $6,407+53.9% |
| Admin fee / account holder | $54,113 | $17,404+210.9% | $14,586+271.0% | $12,270+341.0% |