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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 | $440,517 | $154,228+185.6% | $145,433+202.9% | $137,256+220.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.61% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,260 | $4,804-32.1% | $4,554-28.4% | $4,156-21.6% |
| Participant deferral / active EE | $10,703 | $8,216+30.3% | $7,897+35.5% | $6,407+67.1% |
| Admin fee / account holder | $460 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |