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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 | $310,332 | $209,405+48.2% | $178,486+73.9% | $158,931+95.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.86% | 188.77%-176.9pp | 151.08%-139.2pp | 302.86%-291.0pp |
| Employer contribution / active EE | $6,322 | $5,707+10.8% | $5,011+26.2% | $4,761+32.8% |
| Participant deferral / active EE | $8,009 | $5,954+34.5% | $5,202+54.0% | $5,982+33.9% |
| Admin fee / account holder | $10,384 | $17,076-39.2% | $13,985-25.7% | $11,247-7.7% |