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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 | $455,217 | $175,231+159.8% | $149,696+204.1% | $139,466+226.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.66% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $4,811 | $5,478-12.2% | $4,821-0.2% | $4,754+1.2% |
| Participant deferral / active EE | $15,386 | $6,521+135.9% | $5,682+170.8% | $6,712+129.2% |
| Admin fee / account holder | $2,413 | $16,155-85.1% | $13,212-81.7% | $11,409-78.8% |