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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 | $294,149 | $209,336+40.5% | $197,124+49.2% | $137,256+114.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.40% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,001 | $6,591+6.2% | $6,227+12.4% | $4,156+68.5% |
| Participant deferral / active EE | $8,230 | $9,614-14.4% | $9,135-9.9% | $6,407+28.5% |
| Admin fee / account holder | $1,690 | $17,308-90.2% | $16,298-89.6% | $12,270-86.2% |