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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 | $323,368 | $162,136+99.4% | $152,301+112.3% | $154,746+109.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.42% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,560 | $4,890-68.1% | $4,624-66.3% | $4,379-64.4% |
| Participant deferral / active EE | $3,430 | $8,341-58.9% | $8,004-57.1% | $6,730-49.0% |
| Admin fee / account holder | $1,537 | $15,759-90.3% | $14,398-89.3% | $14,365-89.3% |