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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 | $570,409 | $174,379+227.1% | $152,093+275.0% | $138,895+310.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.70% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $9,698 | $4,652+108.5% | $4,175+132.3% | $4,194+131.2% |
| Participant deferral / active EE | $5,154 | $6,159-16.3% | $5,451-5.4% | $6,396-19.4% |
| Admin fee / account holder | $4,792 | $16,880-71.6% | $14,497-66.9% | $12,562-61.9% |