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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 | $431,422 | $174,379+147.4% | $152,093+183.7% | $138,895+210.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.93% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,224 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,519 | $16,880-8.1% | $14,497+7.1% | $12,562+23.5% |