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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 | $467,725 | $154,228+203.3% | $145,433+221.6% | $137,256+240.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,934 | $4,804-38.9% | $4,554-35.6% | $4,156-29.4% |
| Participant deferral / active EE | $7,784 | $8,216-5.3% | $7,897-1.4% | $6,407+21.5% |
| Admin fee / account holder | $4,525 | $14,344-68.5% | $13,129-65.5% | $12,270-63.1% |