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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 | $602,550 | $139,948+330.6% | $121,663+395.3% | $154,746+289.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.62% | 230.52%-215.9pp | 147.54%-132.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,838 | $3,521+65.8% | $3,020+93.3% | $4,379+33.3% |
| Participant deferral / active EE | $10,731 | $5,629+90.6% | $4,887+119.6% | $6,730+59.4% |
| Admin fee / account holder | $1,779 | $17,321-89.7% | $14,289-87.6% | $14,365-87.6% |