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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 | $478,394 | $156,398+205.9% | $147,318+224.7% | $138,895+244.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.38% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $4,205 | $4,853-13.4% | $4,593-8.4% | $4,194+0.3% |
| Participant deferral / active EE | $17,937 | $8,237+117.7% | $7,906+126.9% | $6,396+180.4% |
| Admin fee / account holder | $1,191 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |