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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 | $663,726 | $217,432+205.3% | $185,849+257.1% | $167,536+296.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.55% | 148.42%-132.9pp | 122.10%-106.5pp | 478.82%-463.3pp |
| Employer contribution / active EE | $5,019 | $5,875-14.6% | $5,169-2.9% | $4,839+3.7% |
| Participant deferral / active EE | $18,460 | $6,357+190.4% | $5,569+231.5% | $6,342+191.1% |
| Admin fee / account holder | $48,354 | $19,818+144.0% | $16,244+197.7% | $12,315+292.7% |