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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 | $326,073 | $196,972+65.5% | $182,262+78.9% | $198,609+64.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.11% | 158.27%-153.2pp | 140.60%-135.5pp | 202.70%-197.6pp |
| Employer contribution / active EE | $5,117 | $5,364-4.6% | $5,046+1.4% | $5,055+1.2% |
| Participant deferral / active EE | $4,225 | $8,643-51.1% | $8,276-49.0% | $6,977-39.4% |
| Admin fee / account holder | $38,708 | $18,429+110.0% | $16,712+131.6% | $19,030+103.4% |