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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 | $306,260 | $155,555+96.9% | $146,866+108.5% | $155,188+97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.48% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $4,497 | $4,647-3.2% | $4,425+1.6% | $4,248+5.9% |
| Participant deferral / active EE | $12,704 | $8,044+57.9% | $7,759+63.7% | $6,531+94.5% |
| Admin fee / account holder | $10,491 | $14,755-28.9% | $13,620-23.0% | $14,480-27.5% |