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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 | $959,151 | $148,629+545.3% | $135,982+605.4% | $139,487+587.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.96% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,700 | $5,247-67.6% | $4,859-65.0% | $4,755-64.2% |
| Participant deferral / active EE | $6,800 | $8,102-16.1% | $7,760-12.4% | $6,713+1.3% |
| Admin fee / account holder | $16,945 | $12,406+36.6% | $10,767+57.4% | $11,407+48.5% |