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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 | $837,887 | $157,276+432.7% | $141,177+493.5% | $152,885+448.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.21% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $7,644 | $5,262+45.3% | $4,736+61.4% | $4,763+60.5% |
| Participant deferral / active EE | $3,382 | $7,110-52.4% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $8,497 | $12,123-29.9% | $10,263-17.2% | $11,598-26.7% |