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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 | $162,967+115.2% | $135,792+158.2% | $138,895+152.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 74.81% | 30.08%+44.7pp | 25.96%+48.9pp | 145.39%-70.6pp |
| Employer contribution / active EE | $6,038 | $4,211+43.4% | $3,496+72.7% | $4,194+43.9% |
| Participant deferral / active EE | $3,917 | $5,640-30.6% | $4,759-17.7% | $6,396-38.8% |
| Admin fee / account holder | $1,733 | $15,306-88.7% | $12,266-85.9% | $12,562-86.2% |