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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 | $748,997 | $196,972+280.3% | $182,262+310.9% | $198,609+277.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.09% | 158.27%-147.2pp | 140.60%-129.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,462 | $5,364-54.1% | $5,046-51.2% | $5,055-51.3% |
| Participant deferral / active EE | $18,094 | $8,643+109.4% | $8,276+118.6% | $6,977+159.4% |
| Admin fee / account holder | $962 | $18,429-94.8% | $16,712-94.2% | $19,030-94.9% |