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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 | $460,725 | $139,948+229.2% | $121,663+278.7% | $154,746+197.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.95% | 230.52%-217.6pp | 147.54%-134.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,363 | $3,521+52.3% | $3,020+77.6% | $4,379+22.5% |
| Participant deferral / active EE | $9,322 | $5,629+65.6% | $4,887+90.7% | $6,730+38.5% |
| Admin fee / account holder | $10,648 | $17,321-38.5% | $14,289-25.5% | $14,365-25.9% |