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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 | $361,056 | $185,312+94.8% | $161,489+123.6% | $154,746+133.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.09% | 103.84%-89.8pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $8,086 | $4,769+69.6% | $4,268+89.4% | $4,379+84.7% |
| Participant deferral / active EE | $9,068 | $6,350+42.8% | $5,630+61.1% | $6,730+34.7% |
| Admin fee / account holder | $6,515 | $18,654-65.1% | $16,006-59.3% | $14,365-54.6% |