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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 | $402,700 | $223,823+79.9% | $211,142+90.7% | $154,746+160.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.48% | 50.39%-33.9pp | 46.84%-30.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,416 | $6,787-49.7% | $6,442-47.0% | $4,379-22.0% |
| Participant deferral / active EE | $17,344 | $9,750+77.9% | $9,284+86.8% | $6,730+157.7% |
| Admin fee / account holder | $14,236 | $19,707-27.8% | $19,076-25.4% | $14,365-0.9% |