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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 | $556,667 | $155,555+257.9% | $146,866+279.0% | $155,188+258.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.32% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $6,083 | $4,647+30.9% | $4,425+37.5% | $4,248+43.2% |
| Participant deferral / active EE | $19,038 | $8,044+136.7% | $7,759+145.4% | $6,531+191.5% |
| Admin fee / account holder | $5,024 | $14,755-66.0% | $13,620-63.1% | $14,480-65.3% |