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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 | $680,629 | $227,399+199.3% | $189,758+258.7% | $198,609+242.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.06% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,884 | $5,526-65.9% | $4,767-60.5% | $5,055-62.7% |
| Participant deferral / active EE | $7,991 | $6,837+16.9% | $5,856+36.5% | $6,977+14.5% |
| Admin fee / account holder | $40,829 | $25,162+62.3% | $20,388+100.3% | $19,030+114.5% |