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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 | $264,386 | $154,228+71.4% | $145,433+81.8% | $137,256+92.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,081 | $4,804-35.9% | $4,554-32.3% | $4,156-25.9% |
| Participant deferral / active EE | $9,873 | $8,216+20.2% | $7,897+25.0% | $6,407+54.1% |
| Admin fee / account holder | $1,592 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |