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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 | $162,136+67.2% | $152,301+77.9% | $154,746+75.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.27% | 91.02%-77.8pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,705 | $4,890-44.7% | $4,624-41.5% | $4,379-38.2% |
| Participant deferral / active EE | $13,893 | $8,341+66.6% | $8,004+73.6% | $6,730+106.4% |
| Admin fee / account holder | $1,222 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |