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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 | $295,272 | $209,336+41.1% | $197,124+49.8% | $137,256+115.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.36% | 48.09%-33.7pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $9,924 | $6,591+50.6% | $6,227+59.4% | $4,156+138.8% |
| Participant deferral / active EE | $11,126 | $9,614+15.7% | $9,135+21.8% | $6,407+73.7% |
| Admin fee / account holder | $12,807 | $17,308-26.0% | $16,298-21.4% | $12,270+4.4% |