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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 | $558,974 | $154,228+262.4% | $145,433+284.4% | $137,256+307.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.59% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,110 | $4,804-35.3% | $4,554-31.7% | $4,156-25.2% |
| Participant deferral / active EE | $15,559 | $8,216+89.4% | $7,897+97.0% | $6,407+142.8% |
| Admin fee / account holder | $87,240 | $14,344+508.2% | $13,129+564.5% | $12,270+611.0% |