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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 | $311,070 | $201,370+54.5% | $184,256+68.8% | $145,897+113.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.27% | 29.05%-2.8pp | 28.85%-2.6pp | 552.29%-526.0pp |
| Employer contribution / active EE | $1,601 | $7,024-77.2% | $6,427-75.1% | $4,663-65.7% |
| Participant deferral / active EE | $5,400 | $9,808-44.9% | $9,133-40.9% | $6,689-19.3% |
| Admin fee / account holder | $24,419 | $16,364+49.2% | $13,899+75.7% | $13,390+82.4% |