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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 | $425,753 | $209,336+103.4% | $197,124+116.0% | $137,256+210.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.40% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,614 | $6,591+0.4% | $6,227+6.2% | $4,156+59.1% |
| Participant deferral / active EE | $16,778 | $9,614+74.5% | $9,135+83.7% | $6,407+161.9% |
| Admin fee / account holder | $2,407 | $17,308-86.1% | $16,298-85.2% | $12,270-80.4% |