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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 | $676,280 | $162,136+317.1% | $152,301+344.0% | $154,746+337.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.62% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,683 | $4,890-65.6% | $4,624-63.6% | $4,379-61.6% |
| Participant deferral / active EE | $10,214 | $8,341+22.5% | $8,004+27.6% | $6,730+51.8% |
| Admin fee / account holder | $4,167 | $15,759-73.6% | $14,398-71.1% | $14,365-71.0% |