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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 | $351,893 | $162,136+117.0% | $152,301+131.1% | $154,746+127.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.08% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $9,151 | $4,890+87.1% | $4,624+97.9% | $4,379+109.0% |
| Participant deferral / active EE | $8,170 | $8,341-2.0% | $8,004+2.1% | $6,730+21.4% |
| Admin fee / account holder | $7,740 | $15,759-50.9% | $14,398-46.2% | $14,365-46.1% |