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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 | $337,585 | $223,823+50.8% | $211,142+59.9% | $154,746+118.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.31% | 50.39%-35.1pp | 46.84%-31.5pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,490 | $6,787-78.0% | $6,442-76.9% | $4,379-66.0% |
| Participant deferral / active EE | $6,623 | $9,750-32.1% | $9,284-28.7% | $6,730-1.6% |
| Admin fee / account holder | $3,788 | $19,707-80.8% | $19,076-80.1% | $14,365-73.6% |