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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 | $584,600 | $183,592+218.4% | $155,574+275.8% | $145,877+300.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 61.37%-39.8pp | 64.87%-43.3pp | 551.28%-529.7pp |
| Employer contribution / active EE | $4,340 | $5,317-18.4% | $4,676-7.2% | $4,663-6.9% |
| Participant deferral / active EE | $5,245 | $6,466-18.9% | $5,629-6.8% | $6,691-21.6% |
| Admin fee / account holder | $6,026 | $19,316-68.8% | $15,914-62.1% | $13,402-55.0% |