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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 | $312,473 | $172,111+81.6% | $150,298+107.9% | $137,256+127.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.50% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,268 | $4,636-7.9% | $4,154+2.7% | $4,156+2.7% |
| Participant deferral / active EE | $7,441 | $6,166+20.7% | $5,453+36.5% | $6,407+16.1% |
| Admin fee / account holder | $2,235 | $16,471-86.4% | $14,116-84.2% | $12,270-81.8% |