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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 | $154,228+149.0% | $145,433+164.1% | $137,256+179.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.48% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $7,500 | $4,804+56.1% | $4,554+64.7% | $4,156+80.5% |
| Participant deferral / active EE | $9,200 | $8,216+12.0% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $2,257 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |