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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 | $422,046 | $275,752+53.1% | $256,809+64.3% | $198,609+112.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.23% | 34.81%-21.6pp | 32.73%-19.5pp | 202.70%-189.5pp |
| Employer contribution / active EE | $5,351 | $7,721-30.7% | $7,263-26.3% | $5,055+5.9% |
| Participant deferral / active EE | $18,821 | $10,037+87.5% | $9,520+97.7% | $6,977+169.8% |
| Admin fee / account holder | $114,658 | $25,716+345.9% | $25,146+356.0% | $19,030+502.5% |