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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 | $553,919 | $178,174+210.9% | $156,181+254.7% | $137,256+303.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.01% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,966 | $4,972-0.1% | $4,294+15.7% | $4,156+19.5% |
| Participant deferral / active EE | $11,825 | $6,888+71.7% | $6,132+92.8% | $6,407+84.6% |
| Admin fee / account holder | $10,062 | $17,404-42.2% | $14,586-31.0% | $12,270-18.0% |