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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 | $589,579 | $165,399+256.5% | $149,745+293.7% | $158,982+270.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.99% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $5,967 | $5,105+16.9% | $4,646+28.4% | $4,763+25.3% |
| Participant deferral / active EE | $2,472 | $7,183-65.6% | $6,843-63.9% | $5,983-58.7% |
| Admin fee / account holder | $2,157 | $10,811-80.0% | $9,312-76.8% | $11,252-80.8% |