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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 | $134,817+456.4% | $123,973+505.0% | $155,188+383.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.72% | 515.49%-500.8pp | 388.13%-373.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $5,393 | $4,425+21.9% | $4,126+30.7% | $4,248+27.0% |
| Participant deferral / active EE | $7,233 | $5,706+26.7% | $5,247+37.8% | $6,531+10.7% |
| Admin fee / account holder | $428 | $13,245-96.8% | $11,799-96.4% | $14,480-97.0% |