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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 | $333,620 | $198,457+68.1% | $170,435+95.7% | $147,586+126.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $6,828 | $6,183+10.4% | $5,432+25.7% | $4,876+40.0% |
| Participant deferral / active EE | $6,927 | $5,629+23.1% | $4,939+40.2% | $5,439+27.4% |
| Admin fee / account holder | $8,414 | $16,852-50.1% | $13,881-39.4% | $10,886-22.7% |