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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 | $594,055 | $217,432+173.2% | $185,851+219.6% | $167,553+254.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.35% | 148.43%-129.1pp | 122.11%-102.8pp | 478.89%-459.5pp |
| Employer contribution / active EE | $2,831 | $5,874-51.8% | $5,168-45.2% | $4,840-41.5% |
| Participant deferral / active EE | $10,634 | $6,357+67.3% | $5,569+91.0% | $6,343+67.7% |
| Admin fee / account holder | $5,228 | $19,820-73.6% | $16,245-67.8% | $12,316-57.6% |