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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 | $162,136+108.4% | $152,301+121.9% | $154,746+118.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.08% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $6,091 | $4,890+24.6% | $4,624+31.7% | $4,379+39.1% |
| Participant deferral / active EE | $6,224 | $8,341-25.4% | $8,004-22.2% | $6,730-7.5% |
| Admin fee / account holder | $16,782 | $15,759+6.5% | $14,398+16.6% | $14,365+16.8% |