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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 | $411,822 | $223,823+84.0% | $211,142+95.0% | $154,746+166.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.29% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,749 | $6,787-59.5% | $6,442-57.3% | $4,379-37.2% |
| Participant deferral / active EE | $11,278 | $9,750+15.7% | $9,284+21.5% | $6,730+67.6% |
| Admin fee / account holder | $3,120 | $19,707-84.2% | $19,076-83.6% | $14,365-78.3% |