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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 | $251,086 | $162,136+54.9% | $152,301+64.9% | $154,746+62.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.04% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,302 | $4,890-32.5% | $4,624-28.6% | $4,379-24.6% |
| Participant deferral / active EE | $8,444 | $8,341+1.2% | $8,004+5.5% | $6,730+25.5% |
| Admin fee / account holder | $4,052 | $15,759-74.3% | $14,398-71.9% | $14,365-71.8% |