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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 | $254,720 | $228,352+11.5% | $185,827+37.1% | $158,950+60.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.34% | 40.81%-29.5pp | 35.96%-24.6pp | 302.91%-291.6pp |
| Employer contribution / active EE | $3,267 | $4,967-34.2% | $4,087-20.1% | $4,762-31.4% |
| Participant deferral / active EE | $11,038 | $6,416+72.0% | $5,633+96.0% | $5,983+84.5% |
| Admin fee / account holder | $917 | $11,867-92.3% | $9,502-90.4% | $11,248-91.9% |