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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 | $391,574 | $174,379+124.6% | $152,093+157.5% | $138,895+181.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.29% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $5,626 | $4,652+20.9% | $4,175+34.8% | $4,194+34.1% |
| Participant deferral / active EE | $4,528 | $6,159-26.5% | $5,451-16.9% | $6,396-29.2% |
| Admin fee / account holder | $4,946 | $16,880-70.7% | $14,497-65.9% | $12,562-60.6% |