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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 | $797,526 | $95,406+735.9% | $185,849+329.1% | $85,847+829.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.25% | 23.59%+1.7pp | 122.10%-96.8pp | 318.61%-293.4pp |
| Employer contribution / active EE | $4,713 | $3,314+42.2% | $5,169-8.8% | $2,565+83.7% |
| Participant deferral / active EE | $2,094 | $3,424-38.8% | $5,569-62.4% | $3,952-47.0% |
| Admin fee / account holder | $710 | $7,214-90.2% | $16,244-95.6% | $6,261-88.7% |