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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 | $602,141 | $211,105+185.2% | $178,449+237.4% | $145,978+312.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.89% | 30.19%-14.3pp | 27.09%-11.2pp | 550.52%-534.6pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,322 | $6,959+148.9% | $6,277+176.0% | $6,690+158.9% |
| Admin fee / account holder | $13,434 | $12,017+11.8% | $10,362+29.6% | $13,400+0.2% |