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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 | $281,316 | $174,379+61.3% | $152,093+85.0% | $138,895+102.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.99% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,286 | $4,652-7.9% | $4,175+2.7% | $4,194+2.2% |
| Participant deferral / active EE | $6,074 | $6,159-1.4% | $5,451+11.4% | $6,396-5.0% |
| Admin fee / account holder | $8,242 | $16,880-51.2% | $14,497-43.1% | $12,562-34.4% |