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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 | $379,379 | $156,398+142.6% | $147,318+157.5% | $138,895+173.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.69% | 78.75%-65.1pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,551 | $8,237+76.6% | $7,906+84.0% | $6,396+127.5% |
| Admin fee / account holder | $461 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |