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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 | $491,282 | $162,136+203.0% | $152,301+222.6% | $154,746+217.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.85% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,026 | $4,890-58.6% | $4,624-56.2% | $4,379-53.7% |
| Participant deferral / active EE | $6,304 | $8,341-24.4% | $8,004-21.2% | $6,730-6.3% |
| Admin fee / account holder | $21,759 | $15,759+38.1% | $14,398+51.1% | $14,365+51.5% |