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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 | $931,179 | $227,566+309.2% | $189,558+391.2% | $167,518+455.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 15.17% | 78.43%-63.3pp | 64.19%-49.0pp | 478.71%-463.5pp |
| Employer contribution / active EE | $3,029 | $5,316-43.0% | $4,412-31.3% | $4,838-37.4% |
| Participant deferral / active EE | $11,024 | $7,002+57.4% | $6,174+78.6% | $6,342+73.8% |
| Admin fee / account holder | $4,954 | $11,881-58.3% | $9,809-49.5% | $12,312-59.8% |