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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 | $569,247 | $174,379+226.4% | $152,093+274.3% | $138,895+309.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.72% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,831 | $4,652-17.7% | $4,175-8.2% | $4,194-8.7% |
| Participant deferral / active EE | $7,380 | $6,159+19.8% | $5,451+35.4% | $6,396+15.4% |
| Admin fee / account holder | $31,169 | $16,880+84.7% | $14,497+115.0% | $12,562+148.1% |