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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 | $382,939 | $154,228+148.3% | $145,433+163.3% | $137,256+179.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $8,262 | $4,804+72.0% | $4,554+81.4% | $4,156+98.8% |
| Participant deferral / active EE | $11,571 | $8,216+40.8% | $7,897+46.5% | $6,407+80.6% |
| Admin fee / account holder | $11,949 | $14,344-16.7% | $13,129-9.0% | $12,270-2.6% |