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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 | $529,767 | $165,399+220.3% | $149,745+253.8% | $158,982+233.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.98% | 348.34%-333.4pp | 276.72%-261.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $4,908 | $5,105-3.8% | $4,646+5.7% | $4,763+3.1% |
| Participant deferral / active EE | $10,405 | $7,183+44.9% | $6,843+52.0% | $5,983+73.9% |
| Admin fee / account holder | $3,599 | $10,811-66.7% | $9,312-61.3% | $11,252-68.0% |