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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 | $329,374 | $178,174+84.9% | $156,181+110.9% | $137,256+140.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.10% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,956 | $4,972-0.3% | $4,294+15.4% | $4,156+19.3% |
| Participant deferral / active EE | $8,439 | $6,888+22.5% | $6,132+37.6% | $6,407+31.7% |
| Admin fee / account holder | $12,825 | $17,404-26.3% | $14,586-12.1% | $12,270+4.5% |