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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 | $196,972+145.6% | $182,262+165.5% | $198,609+143.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.20% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,303 | $5,364-38.4% | $5,046-34.5% | $5,055-34.7% |
| Participant deferral / active EE | $16,278 | $8,643+88.3% | $8,276+96.7% | $6,977+133.3% |
| Admin fee / account holder | $759 | $18,429-95.9% | $16,712-95.5% | $19,030-96.0% |