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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 | $750,810 | $114,119+557.9% | $107,187+600.5% | $138,895+440.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.17% | 273.21%-260.0pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,580 | $4,059-11.8% | $3,782-5.4% | $4,194-14.7% |
| Participant deferral / active EE | $17,975 | $5,538+224.6% | $5,096+252.7% | $6,396+181.0% |
| Admin fee / account holder | $6,503 | $10,024-35.1% | $9,162-29.0% | $12,562-48.2% |