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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 | $212,386+37.2% | $199,883+45.8% | $138,895+109.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.37% | 47.75%-25.4pp | 43.81%-21.4pp | 145.39%-123.0pp |
| Employer contribution / active EE | $4,288 | $6,625-35.3% | $6,261-31.5% | $4,194+2.2% |
| Participant deferral / active EE | $9,136 | $9,617-5.0% | $9,1380% | $6,396+42.8% |
| Admin fee / account holder | $492 | $18,233-97.3% | $17,268-97.1% | $12,562-96.1% |