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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 | $162,136+219.2% | $152,301+239.8% | $154,746+234.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.61% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,817 | $4,890-1.5% | $4,624+4.2% | $4,379+10.0% |
| Participant deferral / active EE | $14,070 | $8,341+68.7% | $8,004+75.8% | $6,730+109.1% |
| Admin fee / account holder | $6,300 | $15,759-60.0% | $14,398-56.2% | $14,365-56.1% |