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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 | $680,691 | $181,062+275.9% | $158,223+330.2% | $155,188+338.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.12% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,295 | $4,565-27.8% | $4,109-19.8% | $4,248-22.4% |
| Participant deferral / active EE | $9,600 | $6,134+56.5% | $5,467+75.6% | $6,531+47.0% |
| Admin fee / account holder | $6,054 | $18,825-67.8% | $16,047-62.3% | $14,480-58.2% |