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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 | $306,260 | $154,228+98.6% | $145,433+110.6% | $137,256+123.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.48% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,497 | $4,804-6.4% | $4,554-1.3% | $4,156+8.2% |
| Participant deferral / active EE | $12,704 | $8,216+54.6% | $7,897+60.9% | $6,407+98.3% |
| Admin fee / account holder | $10,491 | $14,344-26.9% | $13,129-20.1% | $12,270-14.5% |