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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 | $624,263 | $228,395+173.3% | $185,861+235.9% | $158,982+292.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.94% | 40.82%-35.9pp | 35.96%-31.0pp | 302.99%-298.1pp |
| Employer contribution / active EE | $6,261 | $4,968+26.0% | $4,088+53.2% | $4,763+31.5% |
| Participant deferral / active EE | $26,000 | $6,417+305.2% | $5,634+361.5% | $5,983+334.5% |
| Admin fee / account holder | $11,085 | $11,869-6.6% | $9,503+16.6% | $11,252-1.5% |