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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 | $491,395 | $254,759+92.9% | $216,567+126.9% | $198,609+147.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.83% | 10.04%-4.2pp | 12.94%-7.1pp | 202.70%-196.9pp |
| Employer contribution / active EE | $7,171 | $6,096+17.6% | $5,216+37.5% | $5,055+41.8% |
| Participant deferral / active EE | $15,430 | $6,948+122.1% | $6,191+149.2% | $6,977+121.2% |
| Admin fee / account holder | $17,178 | $26,311-34.7% | $21,981-21.9% | $19,030-9.7% |