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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 | $725,473 | $178,174+307.2% | $156,181+364.5% | $137,256+428.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.87% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,355 | $4,972-52.6% | $4,294-45.1% | $4,156-43.3% |
| Participant deferral / active EE | $7,750 | $6,888+12.5% | $6,132+26.4% | $6,407+21.0% |
| Admin fee / account holder | $6,418 | $17,404-63.1% | $14,586-56.0% | $12,270-47.7% |