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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 | $414,308 | $196,972+110.3% | $182,262+127.3% | $198,609+108.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.04% | 158.27%-148.2pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $10,661 | $5,364+98.8% | $5,046+111.3% | $5,055+110.9% |
| Participant deferral / active EE | $5,990 | $8,643-30.7% | $8,276-27.6% | $6,977-14.1% |
| Admin fee / account holder | $1,190 | $18,429-93.5% | $16,712-92.9% | $19,030-93.7% |