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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 | $570,101 | $156,398+264.5% | $147,318+287.0% | $138,895+310.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.91% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,784 | $4,853-22.0% | $4,593-17.6% | $4,194-9.8% |
| Participant deferral / active EE | $12,463 | $8,237+51.3% | $7,906+57.6% | $6,396+94.8% |
| Admin fee / account holder | $34,834 | $14,976+132.6% | $13,708+154.1% | $12,562+177.3% |