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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 | $628,184 | $183,539+242.3% | $155,556+303.8% | $145,897+330.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.55% | 61.31%-39.8pp | 64.84%-43.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $2,977 | $5,315-44.0% | $4,675-36.3% | $4,663-36.2% |
| Participant deferral / active EE | $4,114 | $6,467-36.4% | $5,631-26.9% | $6,689-38.5% |
| Admin fee / account holder | $1,447 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |