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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 | $751,409 | $157,304+377.7% | $141,197+432.2% | $152,909+391.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.83% | 64.34%-48.5pp | 71.41%-55.6pp | 345.46%-329.6pp |
| Employer contribution / active EE | $3,170 | $5,263-39.8% | $4,736-33.1% | $4,764-33.5% |
| Participant deferral / active EE | $6,560 | $7,111-7.7% | $6,710-2.2% | $5,851+12.1% |
| Admin fee / account holder | $17,149 | $12,126+41.4% | $10,265+67.1% | $11,601+47.8% |