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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 | $359,063 | $174,379+105.9% | $152,093+136.1% | $138,895+158.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.53% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $9,093 | $4,652+95.5% | $4,175+117.8% | $4,194+116.8% |
| Participant deferral / active EE | $10,989 | $6,159+78.4% | $5,451+101.6% | $6,396+71.8% |
| Admin fee / account holder | $2,481 | $16,880-85.3% | $14,497-82.9% | $12,562-80.3% |