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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 | $673,336 | $217,432+209.7% | $185,849+262.3% | $167,536+301.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.39% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,764 | $5,875-53.0% | $5,169-46.5% | $4,839-42.9% |
| Participant deferral / active EE | $7,944 | $6,357+25.0% | $5,569+42.7% | $6,342+25.3% |
| Admin fee / account holder | $2,532 | $19,818-87.2% | $16,244-84.4% | $12,315-79.4% |