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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 | $283,539 | $185,312+53.0% | $161,489+75.6% | $154,746+83.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.73% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,202 | $4,769-74.8% | $4,268-71.8% | $4,379-72.6% |
| Participant deferral / active EE | $5,626 | $6,350-11.4% | $5,630-0.1% | $6,730-16.4% |
| Admin fee / account holder | $2,410 | $18,654-87.1% | $16,006-84.9% | $14,365-83.2% |