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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 | $300,695 | $154,228+95.0% | $145,433+106.8% | $137,256+119.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,803 | $4,804+62.4% | $4,554+71.3% | $4,156+87.8% |
| Participant deferral / active EE | $11,060 | $8,216+34.6% | $7,897+40.1% | $6,407+72.6% |
| Admin fee / account holder | $8,257 | $14,344-42.4% | $13,129-37.1% | $12,270-32.7% |