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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 | $290,386 | $212,386+36.7% | $199,883+45.3% | $138,895+109.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.95% | 47.75%-28.8pp | 43.81%-24.9pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,729 | $6,625-73.9% | $6,261-72.4% | $4,194-58.8% |
| Participant deferral / active EE | $21,718 | $9,617+125.8% | $9,138+137.7% | $6,396+239.6% |
| Admin fee / account holder | $17,364 | $18,233-4.8% | $17,268+0.6% | $12,562+38.2% |