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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 | $425,929 | $162,136+162.7% | $152,301+179.7% | $154,746+175.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.98% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,446 | $4,890-29.5% | $4,624-25.5% | $4,379-21.3% |
| Participant deferral / active EE | $14,965 | $8,341+79.4% | $8,004+87.0% | $6,730+122.4% |
| Admin fee / account holder | $3,903 | $15,759-75.2% | $14,398-72.9% | $14,365-72.8% |