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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 | $258,756 | $165,407+56.4% | $149,751+72.8% | $158,988+62.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.01% | 348.32%-334.3pp | 276.71%-262.7pp | 303.00%-289.0pp |
| Employer contribution / active EE | $2,177 | $5,105-57.4% | $4,646-53.1% | $4,763-54.3% |
| Participant deferral / active EE | $11,672 | $7,183+62.5% | $6,843+70.6% | $5,983+95.1% |
| Admin fee / account holder | $1,580 | $10,812-85.4% | $9,312-83.0% | $11,252-86.0% |