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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 | $338,162 | $162,136+108.6% | $152,301+122.0% | $154,746+118.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.69% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,447 | $4,890-50.0% | $4,624-47.1% | $4,379-44.1% |
| Participant deferral / active EE | $8,160 | $8,341-2.2% | $8,004+2.0% | $6,730+21.2% |
| Admin fee / account holder | $35,850 | $15,759+127.5% | $14,398+149.0% | $14,365+149.6% |