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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 | $430,902 | $199,109+116.4% | $173,730+148.0% | $154,746+178.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.78% | 20.02%-11.2pp | 19.96%-11.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,904 | $5,311-26.5% | $4,577-14.7% | $4,379-10.8% |
| Participant deferral / active EE | $13,635 | $7,113+91.7% | $6,326+115.5% | $6,730+102.6% |
| Admin fee / account holder | $23,799 | $20,916+13.8% | $17,523+35.8% | $14,365+65.7% |