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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 | $827,775 | $174,379+374.7% | $152,093+444.3% | $138,895+496.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.12% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $6,906 | $4,652+48.4% | $4,175+65.4% | $4,194+64.6% |
| Participant deferral / active EE | $9,281 | $6,159+50.7% | $5,451+70.3% | $6,396+45.1% |
| Admin fee / account holder | $6,250 | $16,880-63.0% | $14,497-56.9% | $12,562-50.2% |