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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 | $883,623 | $210,698+319.4% | $178,014+396.4% | $145,959+505.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.14% | 386.27%-377.1pp | 294.80%-285.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,741 | $4,567+3.8% | $3,950+20.0% | $4,661+1.7% |
| Participant deferral / active EE | $5,634 | $6,958-19.0% | $6,276-10.2% | $6,689-15.8% |
| Admin fee / account holder | $3,412 | $12,016-71.6% | $10,362-67.1% | $13,398-74.5% |