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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 | $514,973 | $162,136+217.6% | $152,301+238.1% | $154,746+232.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.18% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $5,648 | $4,890+15.5% | $4,624+22.1% | $4,379+29.0% |
| Participant deferral / active EE | $5,582 | $8,341-33.1% | $8,004-30.3% | $6,730-17.1% |
| Admin fee / account holder | $1,187 | $15,759-92.5% | $14,398-91.8% | $14,365-91.7% |