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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 | $626,148 | $209,422+199.0% | $178,503+250.8% | $158,982+293.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.95% | 188.81%-178.9pp | 151.12%-141.2pp | 302.99%-293.0pp |
| Employer contribution / active EE | $1,210 | $5,707-78.8% | $5,011-75.8% | $4,763-74.6% |
| Participant deferral / active EE | $6,475 | $5,955+8.7% | $5,202+24.5% | $5,983+8.2% |
| Admin fee / account holder | $1,187 | $17,079-93.0% | $13,987-91.5% | $11,252-89.4% |