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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 | $394,267 | $100,970+290.5% | $96,576+308.2% | $137,256+187.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.99% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $9,256 | $3,809+143.0% | $3,553+160.5% | $4,156+122.7% |
| Participant deferral / active EE | $11,887 | $8,286+43.5% | $7,956+49.4% | $6,407+85.5% |
| Admin fee / account holder | $7,484 | $11,312-33.8% | $11,381-34.2% | $12,270-39.0% |