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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 | $598,725 | $183,627+226.1% | $155,602+284.8% | $145,978+310.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.97% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,807 | $5,316-47.2% | $4,675-40.0% | $4,662-39.8% |
| Participant deferral / active EE | $4,698 | $6,466-27.3% | $5,629-16.5% | $6,690-29.8% |
| Admin fee / account holder | $27,148 | $19,327+40.5% | $15,923+70.5% | $13,400+102.6% |