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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 | $413,296 | $108,922+279.4% | $100,398+311.7% | $145,978+183.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.01% | 58.04%-34.0pp | 49.32%-25.3pp | 550.52%-526.5pp |
| Employer contribution / active EE | $17,231 | $4,426+289.3% | $3,946+336.7% | $4,662+269.6% |
| Participant deferral / active EE | $8,511 | $8,450+0.7% | $8,084+5.3% | $6,690+27.2% |
| Admin fee / account holder | $2,845 | $9,680-70.6% | $7,893-64.0% | $13,400-78.8% |