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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 | $142,354+223.6% | $125,529+267.0% | $155,188+196.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.95% | 306.06%-293.1pp | 202.56%-189.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $5,363 | $3,501+53.2% | $3,058+75.4% | $4,248+26.2% |
| Participant deferral / active EE | $9,322 | $5,491+69.8% | $4,813+93.7% | $6,531+42.7% |
| Admin fee / account holder | $10,648 | $19,392-45.1% | $16,298-34.7% | $14,480-26.5% |