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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 | $584,961 | $227,399+157.2% | $189,758+208.3% | $198,609+194.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 66.37% | 61.03%+5.3pp | 52.62%+13.7pp | 202.70%-136.3pp |
| Employer contribution / active EE | $11,014 | $5,526+99.3% | $4,767+131.1% | $5,055+117.9% |
| Participant deferral / active EE | $6,456 | $6,837-5.6% | $5,856+10.2% | $6,977-7.5% |
| Admin fee / account holder | $2,861 | $25,162-88.6% | $20,388-86.0% | $19,030-85.0% |