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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 | $492,412 | $154,228+219.3% | $145,433+238.6% | $137,256+258.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.49% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,251 | $4,804+9.3% | $4,554+15.3% | $4,156+26.3% |
| Participant deferral / active EE | $12,430 | $8,216+51.3% | $7,897+57.4% | $6,407+94.0% |
| Admin fee / account holder | $4,084 | $14,344-71.5% | $13,129-68.9% | $12,270-66.7% |