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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 | $285,204 | $165,381+72.5% | $149,730+90.5% | $158,966+79.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.03% | 348.29%-338.3pp | 276.70%-266.7pp | 302.95%-292.9pp |
| Employer contribution / active EE | $4,545 | $5,104-10.9% | $4,645-2.1% | $4,762-4.6% |
| Participant deferral / active EE | $7,651 | $7,182+6.5% | $6,843+11.8% | $5,983+27.9% |
| Admin fee / account holder | $8,139 | $10,809-24.7% | $9,310-12.6% | $11,250-27.7% |