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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 | $498,186 | $209,336+138.0% | $197,124+152.7% | $137,256+263.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.37% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,008 | $6,591+21.5% | $6,227+28.6% | $4,156+92.7% |
| Participant deferral / active EE | $9,606 | $9,614-0.1% | $9,135+5.2% | $6,407+49.9% |
| Admin fee / account holder | $2,255 | $17,308-87.0% | $16,298-86.2% | $12,270-81.6% |