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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 | $396,360 | $156,398+153.4% | $147,318+169.0% | $138,895+185.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.51% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,573 | $4,853-67.6% | $4,593-65.8% | $4,194-62.5% |
| Participant deferral / active EE | $10,833 | $8,237+31.5% | $7,906+37.0% | $6,396+69.4% |
| Admin fee / account holder | $1,290 | $14,976-91.4% | $13,708-90.6% | $12,562-89.7% |