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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 | $386,901 | $209,336+84.8% | $197,124+96.3% | $137,256+181.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.15% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,826 | $6,591-41.9% | $6,227-38.6% | $4,156-7.9% |
| Participant deferral / active EE | $10,137 | $9,614+5.4% | $9,135+11.0% | $6,407+58.2% |
| Admin fee / account holder | $40,055 | $17,308+131.4% | $16,298+145.8% | $12,270+226.4% |