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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 | $415,018 | $99,053+319.0% | $88,179+370.7% | $138,895+198.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 28.80% | 78.17%-49.4pp | 64.97%-36.2pp | 145.39%-116.6pp |
| Employer contribution / active EE | $2,608 | $2,882-9.5% | $2,549+2.3% | $4,194-37.8% |
| Participant deferral / active EE | $7,662 | $5,225+46.6% | $4,614+66.1% | $6,396+19.8% |
| Admin fee / account holder | $2,503 | $8,748-71.4% | $7,673-67.4% | $12,562-80.1% |