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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 | $772,090 | $148,629+419.5% | $135,982+467.8% | $139,487+453.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.86% | 79.33%-54.5pp | 68.32%-43.5pp | 373.84%-349.0pp |
| Employer contribution / active EE | $3,006 | $5,247-42.7% | $4,859-38.1% | $4,755-36.8% |
| Participant deferral / active EE | $3,925 | $8,102-51.6% | $7,760-49.4% | $6,713-41.5% |
| Admin fee / account holder | $5,927 | $12,406-52.2% | $10,767-45.0% | $11,407-48.0% |