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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 | $174,379+235.5% | $152,093+284.6% | $138,895+321.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 66.37% | 74.86%-8.5pp | 66.36%0pp | 145.39%-79.0pp |
| Employer contribution / active EE | $11,014 | $4,652+136.8% | $4,175+163.8% | $4,194+162.6% |
| Participant deferral / active EE | $6,456 | $6,159+4.8% | $5,451+18.4% | $6,396+0.9% |
| Admin fee / account holder | $2,861 | $16,880-83.0% | $14,497-80.3% | $12,562-77.2% |