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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 | $308,366 | $114,119+170.2% | $107,187+187.7% | $138,895+122.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 20.44% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $7,143 | $4,059+76.0% | $3,782+88.9% | $4,194+70.3% |
| Participant deferral / active EE | $8,021 | $5,538+44.8% | $5,096+57.4% | $6,396+25.4% |
| Admin fee / account holder | $9,110 | $10,024-9.1% | $9,162-0.6% | $12,562-27.5% |