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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 | $154,228+213.7% | $145,433+232.7% | $137,256+252.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.20% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,303 | $4,804-31.2% | $4,554-27.5% | $4,156-20.5% |
| Participant deferral / active EE | $16,278 | $8,216+98.1% | $7,897+106.1% | $6,407+154.1% |
| Admin fee / account holder | $759 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |