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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 | $346,743 | $181,062+91.5% | $158,223+119.1% | $155,188+123.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.55% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $8,481 | $4,565+85.8% | $4,109+106.4% | $4,248+99.7% |
| Participant deferral / active EE | $10,992 | $6,134+79.2% | $5,467+101.1% | $6,531+68.3% |
| Admin fee / account holder | $11,948 | $18,825-36.5% | $16,047-25.5% | $14,480-17.5% |