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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 | $401,749 | $223,823+79.5% | $211,142+90.3% | $154,746+159.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.16% | 50.39%-36.2pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,806 | $6,787-73.4% | $6,442-72.0% | $4,379-58.8% |
| Participant deferral / active EE | $9,154 | $9,750-6.1% | $9,284-1.4% | $6,730+36.0% |
| Admin fee / account holder | $23,332 | $19,707+18.4% | $19,076+22.3% | $14,365+62.4% |