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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 | $266,276 | $185,312+43.7% | $161,489+64.9% | $154,746+72.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.48% | 103.84%-88.4pp | 89.72%-74.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,195 | $4,769-54.0% | $4,268-48.6% | $4,379-49.9% |
| Participant deferral / active EE | $5,444 | $6,350-14.3% | $5,630-3.3% | $6,730-19.1% |
| Admin fee / account holder | $2,163 | $18,654-88.4% | $16,006-86.5% | $14,365-84.9% |