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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 | $212,386+80.9% | $199,883+92.3% | $138,895+176.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.59% | 47.75%-31.2pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $6,863 | $6,625+3.6% | $6,261+9.6% | $4,194+63.6% |
| Participant deferral / active EE | $20,850 | $9,617+116.8% | $9,138+128.2% | $6,396+226.0% |
| Admin fee / account holder | $3,349 | $18,233-81.6% | $17,268-80.6% | $12,562-73.3% |