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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 | $292,463 | $174,379+67.7% | $152,093+92.3% | $138,895+110.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.74% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $8,619 | $4,652+85.3% | $4,175+106.5% | $4,194+105.5% |
| Participant deferral / active EE | $7,554 | $6,159+22.7% | $5,451+38.6% | $6,396+18.1% |
| Admin fee / account holder | $387 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |