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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 | $526,335 | $156,398+236.5% | $147,318+257.3% | $138,895+278.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.05% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,768 | $4,853+18.9% | $4,593+25.6% | $4,194+37.5% |
| Participant deferral / active EE | $19,317 | $8,237+134.5% | $7,906+144.3% | $6,396+202.0% |
| Admin fee / account holder | $6,003 | $14,976-59.9% | $13,708-56.2% | $12,562-52.2% |