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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 | $134,817+456.9% | $123,973+505.6% | $155,188+383.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.17% | 515.49%-502.3pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,580 | $4,425-19.1% | $4,126-13.2% | $4,248-15.7% |
| Participant deferral / active EE | $17,975 | $5,706+215.0% | $5,247+242.6% | $6,531+175.2% |
| Admin fee / account holder | $6,503 | $13,245-50.9% | $11,799-44.9% | $14,480-55.1% |