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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 | $283,932 | $201,264+41.1% | $184,185+54.2% | $145,978+94.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.06% | 29.00%-14.9pp | 28.81%-14.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $4,807 | $7,021-31.5% | $6,426-25.2% | $4,662+3.1% |
| Participant deferral / active EE | $14,946 | $9,806+52.4% | $9,132+63.7% | $6,690+123.4% |
| Admin fee / account holder | $3,945 | $16,376-75.9% | $13,909-71.6% | $13,400-70.6% |