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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 | $357,428 | $201,370+77.5% | $184,256+94.0% | $145,897+145.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.53% | 29.05%-8.5pp | 28.85%-8.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $4,503 | $7,024-35.9% | $6,427-29.9% | $4,663-3.4% |
| Participant deferral / active EE | $7,578 | $9,808-22.7% | $9,133-17.0% | $6,689+13.3% |
| Admin fee / account holder | $11,289 | $16,364-31.0% | $13,899-18.8% | $13,390-15.7% |