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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 | $908,036 | $155,555+483.7% | $146,866+518.3% | $155,188+485.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.09% | 115.41%-98.3pp | 102.85%-85.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,167 | $4,647-31.9% | $4,425-28.4% | $4,248-25.5% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $37,746 | $14,755+155.8% | $13,620+177.1% | $14,480+160.7% |