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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 | $114,119+557.3% | $107,187+599.8% | $138,895+440.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.72% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,393 | $4,059+32.9% | $3,782+42.6% | $4,194+28.6% |
| Participant deferral / active EE | $7,233 | $5,538+30.6% | $5,096+41.9% | $6,396+13.1% |
| Admin fee / account holder | $428 | $10,024-95.7% | $9,162-95.3% | $12,562-96.6% |