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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 | $294,149 | $223,823+31.4% | $211,142+39.3% | $154,746+90.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.40% | 50.39%-34.0pp | 46.84%-30.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $7,001 | $6,787+3.2% | $6,442+8.7% | $4,379+59.9% |
| Participant deferral / active EE | $8,230 | $9,750-15.6% | $9,284-11.4% | $6,730+22.3% |
| Admin fee / account holder | $1,690 | $19,707-91.4% | $19,076-91.1% | $14,365-88.2% |