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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 | $267,839 | $155,555+72.2% | $146,866+82.4% | $155,188+72.6% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 15.95% | 115.41%-99.5pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,397 | $4,647-48.4% | $4,425-45.8% | $4,248-43.6% |
| Participant deferral / active EE | $11,534 | $8,044+43.4% | $7,759+48.7% | $6,531+76.6% |
| Admin fee / account holder | $43,839 | $14,755+197.1% | $13,620+221.9% | $14,480+202.8% |