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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 | $522,422 | $156,398+234.0% | $147,318+254.6% | $138,895+276.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $4,358 | $4,853-10.2% | $4,593-5.1% | $4,194+3.9% |
| Participant deferral / active EE | $16,178 | $8,237+96.4% | $7,906+104.6% | $6,396+152.9% |
| Admin fee / account holder | $16,752 | $14,976+11.9% | $13,708+22.2% | $12,562+33.3% |