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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 | $793,186 | $165,361+379.7% | $149,715+429.8% | $158,950+399.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.21% | 348.24%-340.0pp | 276.66%-268.5pp | 302.91%-294.7pp |
| Employer contribution / active EE | $1,428 | $5,103-72.0% | $4,645-69.3% | $4,762-70.0% |
| Participant deferral / active EE | $6,492 | $7,182-9.6% | $6,842-5.1% | $5,983+8.5% |
| Admin fee / account holder | $20,779 | $10,808+92.3% | $9,310+123.2% | $11,248+84.7% |