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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 | $601,579 | $174,379+245.0% | $152,093+295.5% | $138,895+333.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 57.58% | 74.86%-17.3pp | 66.36%-8.8pp | 145.39%-87.8pp |
| Employer contribution / active EE | $5,376 | $4,652+15.6% | $4,175+28.8% | $4,194+28.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,377 | $16,880+50.3% | $14,497+75.1% | $12,562+102.0% |