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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 | $533,761 | $198,457+169.0% | $170,435+213.2% | $147,586+261.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.59% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-567.0pp |
| Employer contribution / active EE | $4,957 | $6,183-19.8% | $5,432-8.8% | $4,876+1.6% |
| Participant deferral / active EE | $5,351 | $5,629-4.9% | $4,939+8.3% | $5,439-1.6% |
| Admin fee / account holder | $3,899 | $16,852-76.9% | $13,881-71.9% | $10,886-64.2% |