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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 | $553,340 | $157,304+251.8% | $141,197+291.9% | $152,909+261.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.05% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,800 | $5,263+10.2% | $4,736+22.5% | $4,764+21.7% |
| Participant deferral / active EE | $7,343 | $7,111+3.3% | $6,710+9.4% | $5,851+25.5% |
| Admin fee / account holder | $12,286 | $12,126+1.3% | $10,265+19.7% | $11,601+5.9% |