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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 | $418,908 | $154,228+171.6% | $145,433+188.0% | $137,256+205.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.30% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,097 | $4,804+68.5% | $4,554+77.8% | $4,156+94.8% |
| Participant deferral / active EE | $7,368 | $8,216-10.3% | $7,897-6.7% | $6,407+15.0% |
| Admin fee / account holder | $1,995 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |