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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 | $617,168 | $129,737+375.7% | $119,126+418.1% | $154,746+298.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.31% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,152 | $4,375-5.1% | $4,034+2.9% | $4,379-5.2% |
| Participant deferral / active EE | $20,333 | $5,842+248.1% | $5,318+282.4% | $6,730+202.1% |
| Admin fee / account holder | $12,600 | $11,961+5.3% | $10,693+17.8% | $14,365-12.3% |