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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 | $344,000 | $154,228+123.0% | $145,433+136.5% | $137,256+150.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $4,505 | $4,804-6.2% | $4,554-1.1% | $4,156+8.4% |
| Participant deferral / active EE | $5,088 | $8,216-38.1% | $7,897-35.6% | $6,407-20.6% |
| Admin fee / account holder | $13,589 | $14,344-5.3% | $13,129+3.5% | $12,270+10.7% |