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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 | $566,278 | $154,228+267.2% | $145,433+289.4% | $137,256+312.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,930 | $4,804-59.8% | $4,554-57.6% | $4,156-53.6% |
| Participant deferral / active EE | $6,640 | $8,216-19.2% | $7,897-15.9% | $6,407+3.6% |
| Admin fee / account holder | $32,018 | $14,344+123.2% | $13,129+143.9% | $12,270+160.9% |