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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 | $271,760 | $196,972+38.0% | $182,262+49.1% | $198,609+36.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $2,688 | $5,364-49.9% | $5,046-46.7% | $5,055-46.8% |
| Participant deferral / active EE | $9,538 | $8,643+10.4% | $8,276+15.2% | $6,977+36.7% |
| Admin fee / account holder | $2,978 | $18,429-83.8% | $16,712-82.2% | $19,030-84.4% |