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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 | $337,891 | $154,228+119.1% | $145,433+132.3% | $137,256+146.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,091 | $4,804+26.8% | $4,554+33.7% | $4,156+46.6% |
| Participant deferral / active EE | $6,224 | $8,216-24.2% | $7,897-21.2% | $6,407-2.9% |
| Admin fee / account holder | $16,782 | $14,344+17.0% | $13,129+27.8% | $12,270+36.8% |