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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 | $300,528 | $155,555+93.2% | $146,866+104.6% | $155,188+93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.16% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $6,380 | $4,647+37.3% | $4,425+44.2% | $4,248+50.2% |
| Participant deferral / active EE | $17,000 | $8,044+111.3% | $7,759+119.1% | $6,531+160.3% |
| Admin fee / account holder | $12,344 | $14,755-16.3% | $13,620-9.4% | $14,480-14.8% |