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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 | $842,130 | $162,821+417.2% | $133,978+528.6% | $158,982+429.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.49% | 41.95%-32.5pp | 45.10%-35.6pp | 302.99%-293.5pp |
| Employer contribution / active EE | $2,205 | $4,976-55.7% | $3,919-43.7% | $4,763-53.7% |
| Participant deferral / active EE | $5,167 | $5,910-12.6% | $5,047+2.4% | $5,983-13.7% |
| Admin fee / account holder | $12,632 | $11,742+7.6% | $8,930+41.5% | $11,252+12.3% |