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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 | $686,689 | $227,399+202.0% | $189,758+261.9% | $198,609+245.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.65% | 61.03%-45.4pp | 52.62%-37.0pp | 202.70%-187.0pp |
| Employer contribution / active EE | $6,591 | $5,526+19.3% | $4,767+38.3% | $5,055+30.4% |
| Participant deferral / active EE | $5,040 | $6,837-26.3% | $5,856-13.9% | $6,977-27.8% |
| Admin fee / account holder | $6,980 | $25,162-72.3% | $20,388-65.8% | $19,030-63.3% |