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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 | $341,228 | $185,312+84.1% | $161,489+111.3% | $154,746+120.5% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 13.54% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,103 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $2,522 | $6,350-60.3% | $5,630-55.2% | $6,730-62.5% |
| Admin fee / account holder | $1,839 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |