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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 | $585,679 | $148,629+294.1% | $135,982+330.7% | $139,487+319.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.58% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $4,976 | $5,247-5.2% | $4,859+2.4% | $4,755+4.6% |
| Participant deferral / active EE | $21,851 | $8,102+169.7% | $7,760+181.6% | $6,713+225.5% |
| Admin fee / account holder | $3,027 | $12,406-75.6% | $10,767-71.9% | $11,407-73.5% |