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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 | $661,196 | $99,053+567.5% | $88,179+649.8% | $138,895+376.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.74% | 78.17%-57.4pp | 64.97%-44.2pp | 145.39%-124.7pp |
| Employer contribution / active EE | $25,654 | $2,882+790.1% | $2,549+906.3% | $4,194+511.7% |
| Participant deferral / active EE | $21,724 | $5,225+315.7% | $4,614+370.9% | $6,396+239.6% |
| Admin fee / account holder | $2,628 | $8,748-70.0% | $7,673-65.7% | $12,562-79.1% |