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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 | $429,137 | $212,386+102.1% | $199,883+114.7% | $138,895+209.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.53% | 47.75%-36.2pp | 43.81%-32.3pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,078 | $6,625-53.5% | $6,261-50.8% | $4,194-26.6% |
| Participant deferral / active EE | $8,006 | $9,617-16.8% | $9,138-12.4% | $6,396+25.2% |
| Admin fee / account holder | $7,775 | $18,233-57.4% | $17,268-55.0% | $12,562-38.1% |