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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 | $530,698 | $156,398+239.3% | $147,318+260.2% | $138,895+282.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.05% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,462 | $4,853-28.7% | $4,593-24.6% | $4,194-17.5% |
| Participant deferral / active EE | $7,508 | $8,237-8.8% | $7,906-5.0% | $6,396+17.4% |
| Admin fee / account holder | $3,026 | $14,976-79.8% | $13,708-77.9% | $12,562-75.9% |