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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 | $350,632 | $185,141+89.4% | $153,416+128.5% | $155,188+125.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 74.81% | 18.72%+56.1pp | 17.84%+57.0pp | 148.84%-74.0pp |
| Employer contribution / active EE | $6,038 | $4,489+34.5% | $3,764+60.4% | $4,248+42.1% |
| Participant deferral / active EE | $3,917 | $5,477-28.5% | $4,723-17.1% | $6,531-40.0% |
| Admin fee / account holder | $1,733 | $16,005-89.2% | $13,095-86.8% | $14,480-88.0% |