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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 | $307,188 | $275,752+11.4% | $256,809+19.6% | $198,609+54.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 6.01% | 34.81%-28.8pp | 32.73%-26.7pp | 202.70%-196.7pp |
| Employer contribution / active EE | $14,286 | $7,721+85.0% | $7,263+96.7% | $5,055+182.6% |
| Participant deferral / active EE | $11,259 | $10,037+12.2% | $9,520+18.3% | $6,977+61.4% |
| Admin fee / account holder | $2,815 | $25,716-89.1% | $25,146-88.8% | $19,030-85.2% |