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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 | $308,566 | $196,972+56.7% | $182,262+69.3% | $198,609+55.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.44% | 158.27%-145.8pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $5,289 | $5,364-1.4% | $5,046+4.8% | $5,055+4.6% |
| Participant deferral / active EE | $11,057 | $8,643+27.9% | $8,276+33.6% | $6,977+58.5% |
| Admin fee / account holder | $20,031 | $18,429+8.7% | $16,712+19.9% | $19,030+5.3% |