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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 | $556,730 | $181,062+207.5% | $158,223+251.9% | $155,188+258.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.34% | 57.39%-36.0pp | 52.09%-30.7pp | 148.84%-127.5pp |
| Employer contribution / active EE | $6,227 | $4,565+36.4% | $4,109+51.5% | $4,248+46.6% |
| Participant deferral / active EE | $9,065 | $6,134+47.8% | $5,467+65.8% | $6,531+38.8% |
| Admin fee / account holder | $3,238 | $18,825-82.8% | $16,047-79.8% | $14,480-77.6% |