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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 | $258,954 | $181,062+43.0% | $158,223+63.7% | $155,188+66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.47% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,471 | $4,565-45.9% | $4,109-39.9% | $4,248-41.8% |
| Participant deferral / active EE | $6,662 | $6,134+8.6% | $5,467+21.9% | $6,531+2.0% |
| Admin fee / account holder | $1,978 | $18,825-89.5% | $16,047-87.7% | $14,480-86.3% |