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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 | $306,644 | $154,228+98.8% | $145,433+110.8% | $137,256+123.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.42% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,564 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $3,132 | $8,216-61.9% | $7,897-60.3% | $6,407-51.1% |
| Admin fee / account holder | $817 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |