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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 | $267,853 | $228,352+17.3% | $185,835+44.1% | $158,966+68.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.44% | 40.81%-27.4pp | 35.96%-22.5pp | 302.95%-289.5pp |
| Employer contribution / active EE | $6,724 | $4,967+35.4% | $4,087+64.5% | $4,762+41.2% |
| Participant deferral / active EE | $8,466 | $6,416+32.0% | $5,633+50.3% | $5,983+41.5% |
| Admin fee / account holder | $3,435 | $11,867-71.1% | $9,502-63.8% | $11,250-69.5% |