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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 | $437,529 | $162,136+169.9% | $152,301+187.3% | $154,746+182.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.47% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,846 | $4,890-62.2% | $4,624-60.1% | $4,379-57.8% |
| Participant deferral / active EE | $6,592 | $8,341-21.0% | $8,004-17.6% | $6,730-2.1% |
| Admin fee / account holder | $1,473 | $15,759-90.7% | $14,398-89.8% | $14,365-89.7% |