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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 | $353,570 | $154,228+129.3% | $145,433+143.1% | $137,256+157.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $8,139 | $4,804+69.4% | $4,554+78.7% | $4,156+95.8% |
| Participant deferral / active EE | $16,828 | $8,216+104.8% | $7,897+113.1% | $6,407+162.7% |
| Admin fee / account holder | $10,073 | $14,344-29.8% | $13,129-23.3% | $12,270-17.9% |