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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 | $162,136+63.1% | $152,301+73.6% | $154,746+70.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.12% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,081 | $4,890-37.0% | $4,624-33.4% | $4,379-29.6% |
| Participant deferral / active EE | $9,873 | $8,341+18.4% | $8,004+23.3% | $6,730+46.7% |
| Admin fee / account holder | $1,592 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |