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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 | $171,492+305.4% | $150,734+361.2% | $198,609+250.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 20.37% | 804.70%-784.3pp | 600.81%-580.4pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,092 | $5,470-25.2% | $4,918-16.8% | $5,055-19.1% |
| Participant deferral / active EE | $4,948 | $6,259-20.9% | $5,610-11.8% | $6,977-29.1% |
| Admin fee / account holder | $15,994 | $17,628-9.3% | $14,905+7.3% | $19,030-16.0% |