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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 | $535,005 | $172,111+210.8% | $150,298+256.0% | $137,256+289.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.00% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $15,857 | $4,636+242.0% | $4,154+281.7% | $4,156+281.6% |
| Participant deferral / active EE | $9,772 | $6,166+58.5% | $5,453+79.2% | $6,407+52.5% |
| Admin fee / account holder | $5,669 | $16,471-65.6% | $14,116-59.8% | $12,270-53.8% |