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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 | $551,194 | $155,555+254.3% | $146,866+275.3% | $155,188+255.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.02% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,397 | $4,647-26.9% | $4,425-23.2% | $4,248-20.0% |
| Participant deferral / active EE | $12,092 | $8,044+50.3% | $7,759+55.8% | $6,531+85.1% |
| Admin fee / account holder | $126,463 | $14,755+757.1% | $13,620+828.5% | $14,480+773.4% |