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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 | $309,011 | $199,109+55.2% | $173,730+77.9% | $154,746+99.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.09% | 20.02%-5.9pp | 19.96%-5.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $15,789 | $5,311+197.3% | $4,577+244.9% | $4,379+260.6% |
| Participant deferral / active EE | $8,501 | $7,113+19.5% | $6,326+34.4% | $6,730+26.3% |
| Admin fee / account holder | $2,181 | $20,916-89.6% | $17,523-87.6% | $14,365-84.8% |