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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 | $581,711 | $165,361+251.8% | $149,715+288.5% | $158,950+266.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.87% | 348.24%-336.4pp | 276.66%-264.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $4,996 | $5,103-2.1% | $4,645+7.6% | $4,762+4.9% |
| Participant deferral / active EE | $6,120 | $7,182-14.8% | $6,842-10.6% | $5,983+2.3% |
| Admin fee / account holder | $4,514 | $10,808-58.2% | $9,310-51.5% | $11,248-59.9% |