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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 | $291,416 | $227,291+28.2% | $214,702+35.7% | $155,188+87.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.37% | 60.08%-37.7pp | 54.55%-32.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $4,288 | $6,772-36.7% | $6,461-33.6% | $4,248+0.9% |
| Participant deferral / active EE | $9,136 | $9,582-4.6% | $9,147-0.1% | $6,531+39.9% |
| Admin fee / account holder | $492 | $20,413-97.6% | $19,830-97.5% | $14,480-96.6% |