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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 | $253,515 | $156,398+62.1% | $147,318+72.1% | $138,895+82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.45% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,486 | $4,853-69.4% | $4,593-67.6% | $4,194-64.6% |
| Participant deferral / active EE | $19,840 | $8,237+140.9% | $7,906+150.9% | $6,396+210.2% |
| Admin fee / account holder | $11,499 | $14,976-23.2% | $13,708-16.1% | $12,562-8.5% |