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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 | $551,396 | $154,228+257.5% | $145,433+279.1% | $137,256+301.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.68% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,964 | $4,804-59.1% | $4,554-56.9% | $4,156-52.7% |
| Participant deferral / active EE | $2,600 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $20,000 | $14,344+39.4% | $13,129+52.3% | $12,270+63.0% |