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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 | $787,319 | $165,399+376.0% | $149,745+425.8% | $158,982+395.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.48% | 348.34%-326.9pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $2,433 | $5,105-52.3% | $4,646-47.6% | $4,763-48.9% |
| Participant deferral / active EE | $33,667 | $7,183+368.7% | $6,843+392.0% | $5,983+462.7% |
| Admin fee / account holder | $5,777 | $10,811-46.6% | $9,312-38.0% | $11,252-48.7% |