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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 | $677,870 | $97,125+597.9% | $86,233+686.1% | $137,256+393.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.79% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,292 | $2,841+51.0% | $2,504+71.4% | $4,156+3.3% |
| Participant deferral / active EE | $5,284 | $5,180+2.0% | $4,559+15.9% | $6,407-17.5% |
| Admin fee / account holder | $14,297 | $9,725+47.0% | $8,342+71.4% | $12,270+16.5% |