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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 | $403,227 | $174,379+131.2% | $152,093+165.1% | $138,895+190.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.28% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,000 | $4,652-14.0% | $4,175-4.2% | $4,194-4.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $491 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |