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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 | $494,832 | $162,136+205.2% | $152,301+224.9% | $154,746+219.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.61% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,501 | $4,890-28.4% | $4,624-24.3% | $4,379-20.1% |
| Participant deferral / active EE | $7,786 | $8,341-6.7% | $8,004-2.7% | $6,730+15.7% |
| Admin fee / account holder | $1,963 | $15,759-87.5% | $14,398-86.4% | $14,365-86.3% |