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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 | $618,414 | $185,312+233.7% | $161,489+282.9% | $154,746+299.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.86% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,588 | $4,769-45.7% | $4,268-39.4% | $4,379-40.9% |
| Participant deferral / active EE | $6,000 | $6,350-5.5% | $5,630+6.6% | $6,730-10.9% |
| Admin fee / account holder | $25,000 | $18,654+34.0% | $16,006+56.2% | $14,365+74.0% |