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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 | $964,603 | $157,304+513.2% | $141,197+583.2% | $152,909+530.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.71% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.8pp |
| Employer contribution / active EE | $3,906 | $5,263-25.8% | $4,736-17.5% | $4,764-18.0% |
| Participant deferral / active EE | $10,524 | $7,111+48.0% | $6,710+56.8% | $5,851+79.9% |
| Admin fee / account holder | $19,848 | $12,126+63.7% | $10,265+93.4% | $11,601+71.1% |