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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 | $459,538 | $156,398+193.8% | $147,318+211.9% | $138,895+230.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.34% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $18,340 | $4,853+277.9% | $4,593+299.3% | $4,194+337.3% |
| Participant deferral / active EE | $3,544 | $8,237-57.0% | $7,906-55.2% | $6,396-44.6% |
| Admin fee / account holder | $5,907 | $14,976-60.6% | $13,708-56.9% | $12,562-53.0% |