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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 | $517,484 | $154,228+235.5% | $145,433+255.8% | $137,256+277.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,817 | $4,804+0.3% | $4,554+5.8% | $4,156+15.9% |
| Participant deferral / active EE | $14,070 | $8,216+71.2% | $7,897+78.2% | $6,407+119.6% |
| Admin fee / account holder | $6,300 | $14,344-56.1% | $13,129-52.0% | $12,270-48.7% |