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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 | $156,398+209.4% | $147,318+228.4% | $138,895+248.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.20% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,303 | $4,853-31.9% | $4,593-28.1% | $4,194-21.3% |
| Participant deferral / active EE | $16,278 | $8,237+97.6% | $7,906+105.9% | $6,396+154.5% |
| Admin fee / account holder | $759 | $14,976-94.9% | $13,708-94.5% | $12,562-94.0% |