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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 | $365,027 | $157,304+132.1% | $141,197+158.5% | $152,909+138.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,445 | $5,263-34.5% | $4,736-27.3% | $4,764-27.7% |
| Participant deferral / active EE | $8,883 | $7,111+24.9% | $6,710+32.4% | $5,851+51.8% |
| Admin fee / account holder | $5,416 | $12,126-55.3% | $10,265-47.2% | $11,601-53.3% |