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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 | $273,748 | $154,228+77.5% | $145,433+88.2% | $137,256+99.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.85% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,667 | $4,804+38.8% | $4,554+46.4% | $4,156+60.4% |
| Participant deferral / active EE | $12,251 | $8,216+49.1% | $7,897+55.1% | $6,407+91.2% |
| Admin fee / account holder | $1,081 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |