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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 | $447,428 | $154,228+190.1% | $145,433+207.7% | $137,256+226.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,227 | $4,804-32.8% | $4,554-29.1% | $4,156-22.3% |
| Participant deferral / active EE | $12,275 | $8,216+49.4% | $7,897+55.4% | $6,407+91.6% |
| Admin fee / account holder | $11,755 | $14,344-18.0% | $13,129-10.5% | $12,270-4.2% |