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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 | $841,259 | $176,120+377.7% | $159,487+427.5% | $167,553+402.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.01% | 331.95%-316.9pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $7,395 | $5,299+39.5% | $4,831+53.1% | $4,840+52.8% |
| Participant deferral / active EE | $9,483 | $7,752+22.3% | $7,354+29.0% | $6,343+49.5% |
| Admin fee / account holder | $3,824 | $12,561-69.6% | $10,804-64.6% | $12,316-69.0% |