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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 | $527,945 | $165,399+219.2% | $149,745+252.6% | $158,982+232.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.64% | 348.34%-337.7pp | 276.72%-266.1pp | 302.99%-292.3pp |
| Employer contribution / active EE | $5,015 | $5,105-1.7% | $4,646+8.0% | $4,763+5.3% |
| Participant deferral / active EE | $7,856 | $7,183+9.4% | $6,843+14.8% | $5,983+31.3% |
| Admin fee / account holder | $794 | $10,811-92.7% | $9,312-91.5% | $11,252-92.9% |