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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 | $679,805 | $196,972+245.1% | $182,262+273.0% | $198,609+242.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.51% | 158.27%-140.8pp | 140.60%-123.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $13,591 | $5,364+153.4% | $5,046+169.4% | $5,055+168.8% |
| Participant deferral / active EE | $14,352 | $8,643+66.1% | $8,276+73.4% | $6,977+105.7% |
| Admin fee / account holder | $620 | $18,429-96.6% | $16,712-96.3% | $19,030-96.7% |