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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 | $343,836 | $178,174+93.0% | $156,181+120.2% | $137,256+150.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.20% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,726 | $4,972+55.4% | $4,294+79.9% | $4,156+85.9% |
| Participant deferral / active EE | $12,049 | $6,888+74.9% | $6,132+96.5% | $6,407+88.1% |
| Admin fee / account holder | $4,670 | $17,404-73.2% | $14,586-68.0% | $12,270-61.9% |