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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 | $601,344 | $178,174+237.5% | $156,181+285.0% | $137,256+338.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.71% | 84.19%-56.5pp | 64.87%-37.2pp | 220.34%-192.6pp |
| Employer contribution / active EE | $4,495 | $4,972-9.6% | $4,294+4.7% | $4,156+8.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,521 | $17,404-85.5% | $14,586-82.7% | $12,270-79.5% |