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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 | $559,453 | $174,379+220.8% | $152,093+267.8% | $138,895+302.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.86% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,326 | $4,652-71.5% | $4,175-68.2% | $4,194-68.4% |
| Participant deferral / active EE | $1,739 | $6,159-71.8% | $5,451-68.1% | $6,396-72.8% |
| Admin fee / account holder | $3,834 | $16,880-77.3% | $14,497-73.6% | $12,562-69.5% |