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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 | $312,505 | $155,555+100.9% | $146,866+112.8% | $155,188+101.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.22% | 115.41%-101.2pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,654 | $4,647-21.4% | $4,425-17.4% | $4,248-14.0% |
| Participant deferral / active EE | $9,819 | $8,044+22.1% | $7,759+26.6% | $6,531+50.3% |
| Admin fee / account holder | $3,994 | $14,755-72.9% | $13,620-70.7% | $14,480-72.4% |