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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 | $475,894 | $178,174+167.1% | $156,181+204.7% | $137,256+246.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.27% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $20,669 | $4,972+315.7% | $4,294+381.4% | $4,156+397.3% |
| Participant deferral / active EE | $9,870 | $6,888+43.3% | $6,132+61.0% | $6,407+54.1% |
| Admin fee / account holder | $2,065 | $17,404-88.1% | $14,586-85.8% | $12,270-83.2% |