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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 | $447,564 | $181,062+147.2% | $158,223+182.9% | $155,188+188.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.03% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $4,269 | $4,565-6.5% | $4,109+3.9% | $4,248+0.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $614 | $18,825-96.7% | $16,047-96.2% | $14,480-95.8% |