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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 | $671,485 | $174,379+285.1% | $152,093+341.5% | $138,895+383.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.11% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,922 | $4,652-58.7% | $4,175-54.0% | $4,194-54.2% |
| Participant deferral / active EE | $13,150 | $6,159+113.5% | $5,451+141.2% | $6,396+105.6% |
| Admin fee / account holder | $4,457 | $16,880-73.6% | $14,497-69.3% | $12,562-64.5% |