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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 | $889,073 | $156,398+468.5% | $147,318+503.5% | $138,895+540.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.15% | 78.75%-52.6pp | 70.43%-44.3pp | 145.39%-119.2pp |
| Employer contribution / active EE | $4,000 | $4,853-17.6% | $4,593-12.9% | $4,194-4.6% |
| Participant deferral / active EE | $10,375 | $8,237+25.9% | $7,906+31.2% | $6,396+62.2% |
| Admin fee / account holder | $8,451 | $14,976-43.6% | $13,708-38.4% | $12,562-32.7% |