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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 | $340,770 | $223,823+52.3% | $211,142+61.4% | $154,746+120.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.51% | 50.39%-34.9pp | 46.84%-31.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,554 | $6,787-62.4% | $6,442-60.4% | $4,379-41.7% |
| Participant deferral / active EE | $3,288 | $9,750-66.3% | $9,284-64.6% | $6,730-51.2% |
| Admin fee / account holder | $17,330 | $19,707-12.1% | $19,076-9.2% | $14,365+20.6% |