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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 | $419,828 | $181,062+131.9% | $158,223+165.3% | $155,188+170.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.44% | 57.39%-41.9pp | 52.09%-36.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,836 | $4,565-59.8% | $4,109-55.3% | $4,248-56.8% |
| Participant deferral / active EE | $23,970 | $6,134+290.7% | $5,467+338.5% | $6,531+267.0% |
| Admin fee / account holder | $1,744 | $18,825-90.7% | $16,047-89.1% | $14,480-88.0% |