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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 | $256,097 | $201,372+27.2% | $184,260+39.0% | $145,884+75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.25% | 29.04%-0.8pp | 28.84%-0.6pp | 551.85%-523.6pp |
| Employer contribution / active EE | $3,563 | $7,024-49.3% | $6,427-44.6% | $4,662-23.6% |
| Participant deferral / active EE | $13,360 | $9,808+36.2% | $9,133+46.3% | $6,690+99.7% |
| Admin fee / account holder | $6,840 | $16,362-58.2% | $13,898-50.8% | $13,392-48.9% |