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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 | $384,285 | $209,336+83.6% | $197,124+94.9% | $137,256+180.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.59% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $6,863 | $6,591+4.1% | $6,227+10.2% | $4,156+65.1% |
| Participant deferral / active EE | $20,850 | $9,614+116.9% | $9,135+128.3% | $6,407+225.4% |
| Admin fee / account holder | $3,349 | $17,308-80.7% | $16,298-79.5% | $12,270-72.7% |