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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 | $657,196 | $165,381+297.4% | $149,730+338.9% | $158,966+313.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.58% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $3,416 | $5,104-33.1% | $4,645-26.5% | $4,762-28.3% |
| Participant deferral / active EE | $17,669 | $7,182+146.0% | $6,843+158.2% | $5,983+195.3% |
| Admin fee / account holder | $3,329 | $10,809-69.2% | $9,310-64.2% | $11,250-70.4% |