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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 | $483,834 | $162,136+198.4% | $152,301+217.7% | $154,746+212.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.20% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,303 | $4,890-32.5% | $4,624-28.6% | $4,379-24.6% |
| Participant deferral / active EE | $16,278 | $8,341+95.2% | $8,004+103.4% | $6,730+141.9% |
| Admin fee / account holder | $759 | $15,759-95.2% | $14,398-94.7% | $14,365-94.7% |