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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 | $451,878 | $156,398+188.9% | $147,318+206.7% | $138,895+225.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.00% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $10,000 | $4,853+106.0% | $4,593+117.7% | $4,194+138.4% |
| Participant deferral / active EE | $13,800 | $8,237+67.5% | $7,906+74.5% | $6,396+115.8% |
| Admin fee / account holder | $4,811 | $14,976-67.9% | $13,708-64.9% | $12,562-61.7% |