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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 | $750,076 | $171,492+337.4% | $150,734+397.6% | $198,609+277.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.72% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $5,393 | $5,470-1.4% | $4,918+9.7% | $5,055+6.7% |
| Participant deferral / active EE | $7,233 | $6,259+15.6% | $5,610+28.9% | $6,977+3.7% |
| Admin fee / account holder | $428 | $17,628-97.6% | $14,905-97.1% | $19,030-97.7% |