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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 | $562,502 | $184,014+205.7% | $161,149+249.1% | $138,895+305.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.29% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $10,207 | $5,055+101.9% | $4,360+134.1% | $4,194+143.3% |
| Participant deferral / active EE | $15,955 | $6,909+130.9% | $6,153+159.3% | $6,396+149.4% |
| Admin fee / account holder | $4,349 | $18,027-75.9% | $15,194-71.4% | $12,562-65.4% |