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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 | $269,439 | $156,398+72.3% | $147,318+82.9% | $138,895+94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.89% | 78.75%-61.9pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $4,021 | $4,853-17.1% | $4,593-12.5% | $4,194-4.1% |
| Participant deferral / active EE | $11,207 | $8,237+36.1% | $7,906+41.7% | $6,396+75.2% |
| Admin fee / account holder | $1,365 | $14,976-90.9% | $13,708-90.0% | $12,562-89.1% |