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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 | $532,550 | $156,398+240.5% | $147,318+261.5% | $138,895+283.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.00% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $7,405 | $4,853+52.6% | $4,593+61.2% | $4,194+76.6% |
| Participant deferral / active EE | $16,612 | $8,237+101.7% | $7,906+110.1% | $6,396+159.7% |
| Admin fee / account holder | $33,408 | $14,976+123.1% | $13,708+143.7% | $12,562+165.9% |