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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 | $703,530 | $148,623+373.4% | $135,974+417.4% | $139,466+404.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.54% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,878 | $5,246-64.2% | $4,859-61.4% | $4,754-60.5% |
| Participant deferral / active EE | $8,458 | $8,103+4.4% | $7,760+9.0% | $6,712+26.0% |
| Admin fee / account holder | $12,789 | $12,406+3.1% | $10,767+18.8% | $11,409+12.1% |