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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 | $129,737+435.9% | $119,126+483.6% | $154,746+349.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.37% | 379.08%-358.7pp | 282.11%-261.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $4,092 | $4,375-6.5% | $4,034+1.4% | $4,379-6.6% |
| Participant deferral / active EE | $4,948 | $5,842-15.3% | $5,318-7.0% | $6,730-26.5% |
| Admin fee / account holder | $15,994 | $11,961+33.7% | $10,693+49.6% | $14,365+11.3% |