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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 | $384,036 | $196,972+95.0% | $182,262+110.7% | $198,609+93.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.48% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $7,500 | $5,364+39.8% | $5,046+48.6% | $5,055+48.4% |
| Participant deferral / active EE | $9,200 | $8,643+6.4% | $8,276+11.2% | $6,977+31.9% |
| Admin fee / account holder | $2,257 | $18,429-87.8% | $16,712-86.5% | $19,030-88.1% |