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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 | $554,372 | $172,111+222.1% | $150,298+268.8% | $137,256+303.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.93% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,060 | $4,636-12.4% | $4,154-2.3% | $4,156-2.3% |
| Participant deferral / active EE | $7,400 | $6,166+20.0% | $5,453+35.7% | $6,407+15.5% |
| Admin fee / account holder | $5,188 | $16,471-68.5% | $14,116-63.2% | $12,270-57.7% |