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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 | $212,386+89.6% | $199,883+101.5% | $138,895+189.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.48% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,416 | $6,625-48.4% | $6,261-45.4% | $4,194-18.6% |
| Participant deferral / active EE | $17,344 | $9,617+80.3% | $9,138+89.8% | $6,396+171.2% |
| Admin fee / account holder | $14,236 | $18,233-21.9% | $17,268-17.6% | $12,562+13.3% |