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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 | $340,997 | $156,398+118.0% | $147,318+131.5% | $138,895+145.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.93% | 78.75%-51.8pp | 70.43%-43.5pp | 145.39%-118.5pp |
| Employer contribution / active EE | $1,662 | $4,853-65.7% | $4,593-63.8% | $4,194-60.4% |
| Participant deferral / active EE | $2,754 | $8,237-66.6% | $7,906-65.2% | $6,396-56.9% |
| Admin fee / account holder | $1,181 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |