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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 | $570,386 | $156,398+264.7% | $147,318+287.2% | $138,895+310.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.03% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,008 | $4,853-38.0% | $4,593-34.5% | $4,194-28.3% |
| Participant deferral / active EE | $8,225 | $8,237-0.1% | $7,906+4.0% | $6,396+28.6% |
| Admin fee / account holder | $4,195 | $14,976-72.0% | $13,708-69.4% | $12,562-66.6% |