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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 | $348,686 | $172,111+102.6% | $150,298+132.0% | $137,256+154.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.07% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,808 | $4,636+46.8% | $4,154+63.9% | $4,156+63.8% |
| Participant deferral / active EE | $2,804 | $6,166-54.5% | $5,453-48.6% | $6,407-56.2% |
| Admin fee / account holder | $28,542 | $16,471+73.3% | $14,116+102.2% | $12,270+132.6% |