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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 | $407,135 | $154,228+164.0% | $145,433+179.9% | $137,256+196.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,500 | $4,804+56.1% | $4,554+64.7% | $4,156+80.5% |
| Participant deferral / active EE | $3,791 | $8,216-53.9% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $5,075 | $14,344-64.6% | $13,129-61.3% | $12,270-58.6% |