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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 | $472,580 | $155,555+203.8% | $146,866+221.8% | $155,188+204.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.77% | 115.41%-97.6pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $12,261 | $4,647+163.9% | $4,425+177.1% | $4,248+188.6% |
| Participant deferral / active EE | $6,098 | $8,044-24.2% | $7,759-21.4% | $6,531-6.6% |
| Admin fee / account holder | $8,428 | $14,755-42.9% | $13,620-38.1% | $14,480-41.8% |