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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 | $287,586 | $132,099+117.7% | $115,599+148.8% | $138,895+107.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.55% | 176.76%-157.2pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $5,040 | $3,416+47.5% | $2,955+70.5% | $4,194+20.2% |
| Participant deferral / active EE | $7,609 | $5,617+35.5% | $4,889+55.6% | $6,396+19.0% |
| Admin fee / account holder | $1,014 | $15,650-93.5% | $12,841-92.1% | $12,562-91.9% |