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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 | $471,873 | $135,956+247.1% | $123,894+280.9% | $273,972+72.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.45% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,835 | $5,170-6.5% | $4,617+4.7% | $4,869-0.7% |
| Participant deferral / active EE | $14,653 | $6,343+131.0% | $5,984+144.9% | $5,287+177.1% |
| Admin fee / account holder | $12,287 | $9,817+25.2% | $8,357+47.0% | $10,133+21.3% |