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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 | $413,969 | $174,379+137.4% | $152,093+172.2% | $138,895+198.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.06% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $5,815 | $4,652+25.0% | $4,175+39.3% | $4,194+38.6% |
| Participant deferral / active EE | $8,779 | $6,159+42.5% | $5,451+61.0% | $6,396+37.2% |
| Admin fee / account holder | $1,590 | $16,880-90.6% | $14,497-89.0% | $12,562-87.3% |