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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 | $303,153 | $156,398+93.8% | $147,318+105.8% | $138,895+118.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.64% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $13,485 | $4,853+177.9% | $4,593+193.6% | $4,194+221.5% |
| Participant deferral / active EE | $10,400 | $8,237+26.3% | $7,906+31.5% | $6,396+62.6% |
| Admin fee / account holder | $8,174 | $14,976-45.4% | $13,708-40.4% | $12,562-34.9% |