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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 | $454,171 | $209,336+117.0% | $197,124+130.4% | $137,256+230.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.19% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $10,084 | $6,591+53.0% | $6,227+61.9% | $4,156+142.6% |
| Participant deferral / active EE | $8,068 | $9,614-16.1% | $9,135-11.7% | $6,407+25.9% |
| Admin fee / account holder | $2,992 | $17,308-82.7% | $16,298-81.6% | $12,270-75.6% |