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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 | $263,069 | $118,496+122.0% | $98,461+167.2% | $139,466+88.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.63% | 18.96%+1.7pp | 21.17%-0.5pp | 373.66%-353.0pp |
| Employer contribution / active EE | $5,117 | $3,611+41.7% | $3,049+67.9% | $4,754+7.6% |
| Participant deferral / active EE | $10,708 | $5,393+98.6% | $4,738+126.0% | $6,712+59.5% |
| Admin fee / account holder | $1,923 | $14,056-86.3% | $8,961-78.5% | $11,409-83.1% |