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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 | $532,687 | $201,370+164.5% | $184,256+189.1% | $145,897+265.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.68% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $7,316 | $7,024+4.2% | $6,427+13.8% | $4,663+56.9% |
| Participant deferral / active EE | $24,482 | $9,808+149.6% | $9,133+168.1% | $6,689+266.0% |
| Admin fee / account holder | $401 | $16,364-97.5% | $13,899-97.1% | $13,390-97.0% |