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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 | $335,452 | $185,312+81.0% | $161,489+107.7% | $154,746+116.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.05% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,233 | $4,769-53.2% | $4,268-47.7% | $4,379-49.0% |
| Participant deferral / active EE | $14,150 | $6,350+122.8% | $5,630+151.3% | $6,730+110.2% |
| Admin fee / account holder | $3,396 | $18,654-81.8% | $16,006-78.8% | $14,365-76.4% |