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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 | $278,237 | $174,379+59.6% | $152,093+82.9% | $138,895+100.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.88% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,421 | $4,652-48.0% | $4,175-42.0% | $4,194-42.3% |
| Participant deferral / active EE | $12,533 | $6,159+103.5% | $5,451+129.9% | $6,396+95.9% |
| Admin fee / account holder | $2,119 | $16,880-87.4% | $14,497-85.4% | $12,562-83.1% |