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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 | $368,307 | $212,386+73.4% | $199,883+84.3% | $138,895+165.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.75% | 47.75%-30.0pp | 43.81%-26.1pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,467 | $6,625-17.5% | $6,261-12.7% | $4,194+30.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,368 | $18,233-15.7% | $17,268-11.0% | $12,562+22.3% |