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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 | $261,551 | $154,228+69.6% | $145,433+79.8% | $137,256+90.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,255 | $4,804-53.1% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $5,825 | $8,216-29.1% | $7,897-26.2% | $6,407-9.1% |
| Admin fee / account holder | $9,734 | $14,344-32.1% | $13,129-25.9% | $12,270-20.7% |