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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 | $322,138 | $209,336+53.9% | $197,124+63.4% | $137,256+134.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.86% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,379 | $6,591-3.2% | $6,227+2.4% | $4,156+53.5% |
| Participant deferral / active EE | $12,357 | $9,614+28.5% | $9,135+35.3% | $6,407+92.9% |
| Admin fee / account holder | $964 | $17,308-94.4% | $16,298-94.1% | $12,270-92.1% |