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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 | $526,335 | $155,555+238.4% | $146,866+258.4% | $155,188+239.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $5,768 | $4,647+24.1% | $4,425+30.4% | $4,248+35.8% |
| Participant deferral / active EE | $19,317 | $8,044+140.1% | $7,759+148.9% | $6,531+195.8% |
| Admin fee / account holder | $6,003 | $14,755-59.3% | $13,620-55.9% | $14,480-58.5% |