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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 | $306,435 | $208,088+47.3% | $186,193+64.6% | $154,746+98.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.35% | 89.97%-75.6pp | 78.03%-63.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $4,441 | $4,340+2.3% | $3,918+13.3% | $4,379+1.4% |
| Participant deferral / active EE | $11,205 | $7,078+58.3% | $6,513+72.0% | $6,730+66.5% |
| Admin fee / account holder | $4,456 | $11,698-61.9% | $11,058-59.7% | $14,365-69.0% |