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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 | $300,528 | $156,398+92.2% | $147,318+104.0% | $138,895+116.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.16% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $6,380 | $4,853+31.5% | $4,593+38.9% | $4,194+52.1% |
| Participant deferral / active EE | $17,000 | $8,237+106.4% | $7,906+115.0% | $6,396+165.8% |
| Admin fee / account holder | $12,344 | $14,976-17.6% | $13,708-10.0% | $12,562-1.7% |