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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 | $378,395 | $185,312+104.2% | $161,489+134.3% | $154,746+144.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.58% | 103.84%-87.3pp | 89.72%-73.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $11,738 | $4,769+146.1% | $4,268+175.0% | $4,379+168.0% |
| Participant deferral / active EE | $6,380 | $6,350+0.5% | $5,630+13.3% | $6,730-5.2% |
| Admin fee / account holder | $1,960 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |