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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 | $642,579 | $165,381+288.5% | $149,730+329.2% | $158,966+304.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.57% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.4pp |
| Employer contribution / active EE | $4,612 | $5,104-9.7% | $4,645-0.7% | $4,762-3.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $22,970 | $10,809+112.5% | $9,310+146.7% | $11,250+104.2% |