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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 | $499,289 | $174,379+186.3% | $152,093+228.3% | $138,895+259.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.70% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $7,960 | $4,652+71.1% | $4,175+90.7% | $4,194+89.8% |
| Participant deferral / active EE | $10,672 | $6,159+73.3% | $5,451+95.8% | $6,396+66.9% |
| Admin fee / account holder | $11,466 | $16,880-32.1% | $14,497-20.9% | $12,562-8.7% |