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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 | $501,489 | $156,398+220.7% | $147,318+240.4% | $138,895+261.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.86% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,157 | $4,853-14.3% | $4,593-9.5% | $4,194-0.9% |
| Participant deferral / active EE | $4,767 | $8,237-42.1% | $7,906-39.7% | $6,396-25.5% |
| Admin fee / account holder | $105,137 | $14,976+602.1% | $13,708+667.0% | $12,562+736.9% |