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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 | $565,526 | $196,972+187.1% | $182,262+210.3% | $198,609+184.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.19% | 158.27%-145.1pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $13,560 | $5,364+152.8% | $5,046+168.7% | $5,055+168.2% |
| Participant deferral / active EE | $7,799 | $8,643-9.8% | $8,276-5.8% | $6,977+11.8% |
| Admin fee / account holder | $56,379 | $18,429+205.9% | $16,712+237.4% | $19,030+196.3% |