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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 | $862,938 | $176,120+390.0% | $159,487+441.1% | $167,553+415.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.15% | 331.95%-317.8pp | 263.71%-249.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $4,404 | $5,299-16.9% | $4,831-8.8% | $4,840-9.0% |
| Participant deferral / active EE | $7,450 | $7,752-3.9% | $7,354+1.3% | $6,343+17.5% |
| Admin fee / account holder | $22,793 | $12,561+81.5% | $10,804+111.0% | $12,316+85.1% |