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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 | $271,019 | $154,228+75.7% | $145,433+86.4% | $137,256+97.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,705 | $4,804-43.7% | $4,554-40.6% | $4,156-34.9% |
| Participant deferral / active EE | $13,893 | $8,216+69.1% | $7,897+75.9% | $6,407+116.9% |
| Admin fee / account holder | $1,222 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |