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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 | $155,555+73.2% | $146,866+83.5% | $155,188+73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.89% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-131.9pp |
| Employer contribution / active EE | $4,021 | $4,647-13.5% | $4,425-9.1% | $4,248-5.3% |
| Participant deferral / active EE | $11,207 | $8,044+39.3% | $7,759+44.4% | $6,531+71.6% |
| Admin fee / account holder | $1,365 | $14,755-90.7% | $13,620-90.0% | $14,480-90.6% |