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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 | $805,575 | $156,398+415.1% | $147,318+446.8% | $138,895+480.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $6,047 | $4,853+24.6% | $4,593+31.7% | $4,194+44.2% |
| Participant deferral / active EE | $23,056 | $8,237+179.9% | $7,906+191.6% | $6,396+260.5% |
| Admin fee / account holder | $6,095 | $14,976-59.3% | $13,708-55.5% | $12,562-51.5% |