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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 | $517,006 | $148,629+247.9% | $135,982+280.2% | $139,487+270.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.98% | 79.33%-54.4pp | 68.32%-43.3pp | 373.84%-348.9pp |
| Employer contribution / active EE | $3,301 | $5,247-37.1% | $4,859-32.1% | $4,755-30.6% |
| Participant deferral / active EE | $8,314 | $8,102+2.6% | $7,760+7.1% | $6,713+23.9% |
| Admin fee / account holder | $12,437 | $12,406+0.2% | $10,767+15.5% | $11,407+9.0% |