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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 | $469,484 | $165,381+183.9% | $149,730+213.6% | $158,966+195.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.09% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $6,279 | $5,104+23.0% | $4,645+35.2% | $4,762+31.8% |
| Participant deferral / active EE | $9,839 | $7,182+37.0% | $6,843+43.8% | $5,983+64.4% |
| Admin fee / account holder | $4,805 | $10,809-55.5% | $9,310-48.4% | $11,250-57.3% |