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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 | $281,007 | $162,136+73.3% | $152,301+84.5% | $154,746+81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.04% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,719 | $4,890-24.0% | $4,624-19.6% | $4,379-15.1% |
| Participant deferral / active EE | $2,673 | $8,341-68.0% | $8,004-66.6% | $6,730-60.3% |
| Admin fee / account holder | $2,040 | $15,759-87.1% | $14,398-85.8% | $14,365-85.8% |