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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 | $484,352 | $209,336+131.4% | $197,124+145.7% | $137,256+252.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.75% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,803 | $6,591+33.6% | $6,227+41.4% | $4,156+111.8% |
| Participant deferral / active EE | $23,996 | $9,614+149.6% | $9,135+162.7% | $6,407+274.5% |
| Admin fee / account holder | $12,286 | $17,308-29.0% | $16,298-24.6% | $12,270+0.1% |