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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 | $156,398+186.1% | $147,318+203.7% | $138,895+222.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.93% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,227 | $4,853-33.5% | $4,593-29.7% | $4,194-23.1% |
| Participant deferral / active EE | $12,275 | $8,237+49.0% | $7,906+55.2% | $6,396+91.9% |
| Admin fee / account holder | $11,755 | $14,976-21.5% | $13,708-14.2% | $12,562-6.4% |