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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 | $438,996 | $154,228+184.6% | $145,433+201.9% | $137,256+219.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.84% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,427 | $4,804-7.8% | $4,554-2.8% | $4,156+6.5% |
| Participant deferral / active EE | $13,518 | $8,216+64.5% | $7,897+71.2% | $6,407+111.0% |
| Admin fee / account holder | $905 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |