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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 | $458,007 | $135,956+236.9% | $123,894+269.7% | $273,972+67.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $5,789 | $5,170+12.0% | $4,617+25.4% | $4,869+18.9% |
| Participant deferral / active EE | $6,911 | $6,343+9.0% | $5,984+15.5% | $5,287+30.7% |
| Admin fee / account holder | $10,694 | $9,817+8.9% | $8,357+28.0% | $10,133+5.5% |