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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 | $751,658 | $196,972+281.6% | $182,262+312.4% | $198,609+278.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.39% | 158.27%-148.9pp | 140.60%-131.2pp | 202.70%-193.3pp |
| Employer contribution / active EE | $2,099 | $5,364-60.9% | $5,046-58.4% | $5,055-58.5% |
| Participant deferral / active EE | $10,706 | $8,643+23.9% | $8,276+29.4% | $6,977+53.4% |
| Admin fee / account holder | $45,567 | $18,429+147.3% | $16,712+172.7% | $19,030+139.4% |