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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 | $287,987 | $155,555+85.1% | $146,866+96.1% | $155,188+85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.69% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,432 | $4,647-69.2% | $4,425-67.6% | $4,248-66.3% |
| Participant deferral / active EE | $15,250 | $8,044+89.6% | $7,759+96.5% | $6,531+133.5% |
| Admin fee / account holder | $2,670 | $14,755-81.9% | $13,620-80.4% | $14,480-81.6% |