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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 | $595,549 | $178,174+234.3% | $156,181+281.3% | $137,256+333.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.97% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,010 | $4,972-19.3% | $4,294-6.6% | $4,156-3.5% |
| Participant deferral / active EE | $8,538 | $6,888+24.0% | $6,132+39.2% | $6,407+33.3% |
| Admin fee / account holder | $11,887 | $17,404-31.7% | $14,586-18.5% | $12,270-3.1% |