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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 | $477,365 | $178,174+167.9% | $156,181+205.6% | $137,256+247.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.21% | 84.19%-74.0pp | 64.87%-54.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,698 | $4,972-5.5% | $4,294+9.4% | $4,156+13.0% |
| Participant deferral / active EE | $9,160 | $6,888+33.0% | $6,132+49.4% | $6,407+43.0% |
| Admin fee / account holder | $1,254 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |