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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 | $537,310 | $165,399+224.9% | $149,745+258.8% | $158,982+238.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.58% | 348.34%-334.8pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,482 | $5,105-71.0% | $4,646-68.1% | $4,763-68.9% |
| Participant deferral / active EE | $3,250 | $7,183-54.8% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $896 | $10,811-91.7% | $9,312-90.4% | $11,252-92.0% |