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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 | $255,941 | $181,062+41.4% | $158,223+61.8% | $155,188+64.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.90% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,642 | $4,565-64.0% | $4,109-60.0% | $4,248-61.3% |
| Participant deferral / active EE | $7,605 | $6,134+24.0% | $5,467+39.1% | $6,531+16.4% |
| Admin fee / account holder | $5,911 | $18,825-68.6% | $16,047-63.2% | $14,480-59.2% |