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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 | $563,709 | $196,972+186.2% | $182,262+209.3% | $198,609+183.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.28% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $5,062 | $5,364-5.6% | $5,046+0.3% | $5,055+0.1% |
| Participant deferral / active EE | $19,543 | $8,643+126.1% | $8,276+136.1% | $6,977+180.1% |
| Admin fee / account holder | $114,121 | $18,429+519.3% | $16,712+582.9% | $19,030+499.7% |