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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 | $261,080 | $209,336+24.7% | $197,124+32.4% | $137,256+90.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.35% | 48.09%-33.7pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,402 | $6,591-33.2% | $6,227-29.3% | $4,156+5.9% |
| Participant deferral / active EE | $7,604 | $9,614-20.9% | $9,135-16.8% | $6,407+18.7% |
| Admin fee / account holder | $6,902 | $17,308-60.1% | $16,298-57.7% | $12,270-43.7% |