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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 | $340,780 | $227,291+49.9% | $214,702+58.7% | $155,188+119.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 25.78% | 60.08%-34.3pp | 54.55%-28.8pp | 148.84%-123.1pp |
| Employer contribution / active EE | $1,608 | $6,772-76.3% | $6,461-75.1% | $4,248-62.2% |
| Participant deferral / active EE | $5,400 | $9,582-43.6% | $9,147-41.0% | $6,531-17.3% |
| Admin fee / account holder | $57,576 | $20,413+182.1% | $19,830+190.3% | $14,480+297.6% |