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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 | $618,924 | $178,174+247.4% | $156,181+296.3% | $137,256+350.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.94% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $10,207 | $4,972+105.3% | $4,294+137.7% | $4,156+145.6% |
| Participant deferral / active EE | $7,900 | $6,888+14.7% | $6,132+28.8% | $6,407+23.3% |
| Admin fee / account holder | $2,167 | $17,404-87.5% | $14,586-85.1% | $12,270-82.3% |