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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 | $367,074 | $162,136+126.4% | $152,301+141.0% | $154,746+137.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.70% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $4,533 | $4,890-7.3% | $4,624-2.0% | $4,379+3.5% |
| Participant deferral / active EE | $11,339 | $8,341+35.9% | $8,004+41.7% | $6,730+68.5% |
| Admin fee / account holder | $1,959 | $15,759-87.6% | $14,398-86.4% | $14,365-86.4% |