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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 | $586,844 | $196,972+197.9% | $182,262+222.0% | $198,609+195.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.73% | 158.27%-145.5pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,740 | $5,364-67.6% | $5,046-65.5% | $5,055-65.6% |
| Participant deferral / active EE | $15,500 | $8,643+79.3% | $8,276+87.3% | $6,977+122.2% |
| Admin fee / account holder | $24,107 | $18,429+30.8% | $16,712+44.3% | $19,030+26.7% |