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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 | $695,214 | $111,535+523.3% | $105,223+560.7% | $137,256+406.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.37% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,092 | $3,939+3.9% | $3,689+10.9% | $4,156-1.6% |
| Participant deferral / active EE | $4,948 | $5,500-10.0% | $5,072-2.4% | $6,407-22.8% |
| Admin fee / account holder | $15,994 | $9,721+64.5% | $8,859+80.5% | $12,270+30.3% |