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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 | $321,976 | $185,312+73.7% | $161,489+99.4% | $154,746+108.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.01% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,678 | $4,769-43.9% | $4,268-37.3% | $4,379-38.9% |
| Participant deferral / active EE | $9,960 | $6,350+56.9% | $5,630+76.9% | $6,730+48.0% |
| Admin fee / account holder | $3,386 | $18,654-81.8% | $16,006-78.8% | $14,365-76.4% |