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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 | $398,977 | $178,174+123.9% | $156,181+155.5% | $137,256+190.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.98% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,084 | $4,972-38.0% | $4,294-28.2% | $4,156-25.8% |
| Participant deferral / active EE | $7,270 | $6,888+5.5% | $6,132+18.5% | $6,407+13.5% |
| Admin fee / account holder | $19,457 | $17,404+11.8% | $14,586+33.4% | $12,270+58.6% |