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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 | $634,193 | $196,972+222.0% | $182,262+248.0% | $198,609+219.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.26% | 158.27%-148.0pp | 140.60%-130.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $20,255 | $5,364+277.6% | $5,046+301.4% | $5,055+300.7% |
| Participant deferral / active EE | $6,934 | $8,643-19.8% | $8,276-16.2% | $6,977-0.6% |
| Admin fee / account holder | $4,177 | $18,429-77.3% | $16,712-75.0% | $19,030-78.1% |