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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 | $268,524 | $162,136+65.6% | $152,301+76.3% | $154,746+73.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.32% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,659 | $4,890-4.7% | $4,624+0.7% | $4,379+6.4% |
| Participant deferral / active EE | $5,714 | $8,341-31.5% | $8,004-28.6% | $6,730-15.1% |
| Admin fee / account holder | $741 | $15,759-95.3% | $14,398-94.9% | $14,365-94.8% |