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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 | $412,703 | $174,379+136.7% | $152,093+171.3% | $138,895+197.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.42% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,898 | $4,652-59.2% | $4,175-54.5% | $4,194-54.7% |
| Participant deferral / active EE | $13,840 | $6,159+124.7% | $5,451+153.9% | $6,396+116.4% |
| Admin fee / account holder | $3,380 | $16,880-80.0% | $14,497-76.7% | $12,562-73.1% |