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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 | $330,818 | $156,398+111.5% | $147,318+124.6% | $138,895+138.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.81% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $5,092 | $4,853+4.9% | $4,593+10.9% | $4,194+21.4% |
| Participant deferral / active EE | $10,022 | $8,237+21.7% | $7,906+26.8% | $6,396+56.7% |
| Admin fee / account holder | $9,907 | $14,976-33.8% | $13,708-27.7% | $12,562-21.1% |