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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 | $255,311 | $162,136+57.5% | $152,301+67.6% | $154,746+65.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.95% | 91.02%-74.1pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,091 | $4,890-16.3% | $4,624-11.5% | $4,379-6.6% |
| Participant deferral / active EE | $8,711 | $8,341+4.4% | $8,004+8.8% | $6,730+29.4% |
| Admin fee / account holder | $1,402 | $15,759-91.1% | $14,398-90.3% | $14,365-90.2% |