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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 | $398,998 | $162,136+146.1% | $152,301+162.0% | $154,746+157.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.48% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,009 | $4,890-58.9% | $4,624-56.6% | $4,379-54.1% |
| Participant deferral / active EE | $10,751 | $8,341+28.9% | $8,004+34.3% | $6,730+59.7% |
| Admin fee / account holder | $3,491 | $15,759-77.8% | $14,398-75.8% | $14,365-75.7% |