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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 | $331,295 | $154,228+114.8% | $145,433+127.8% | $137,256+141.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.65% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,429 | $4,804-70.3% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $10,425 | $8,216+26.9% | $7,897+32.0% | $6,407+62.7% |
| Admin fee / account holder | $35,495 | $14,344+147.5% | $13,129+170.4% | $12,270+189.3% |