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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 | $256,907 | $162,136+58.5% | $152,301+68.7% | $154,746+66.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.88% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,532 | $4,890-48.2% | $4,624-45.2% | $4,379-42.2% |
| Participant deferral / active EE | $7,170 | $8,341-14.0% | $8,004-10.4% | $6,730+6.5% |
| Admin fee / account holder | $557 | $15,759-96.5% | $14,398-96.1% | $14,365-96.1% |