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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 | $516,101 | $185,312+178.5% | $161,489+219.6% | $154,746+233.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.20% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $13,692 | $4,769+187.1% | $4,268+220.8% | $4,379+212.7% |
| Participant deferral / active EE | $19,796 | $6,350+211.8% | $5,630+251.6% | $6,730+194.1% |
| Admin fee / account holder | $9,540 | $18,654-48.9% | $16,006-40.4% | $14,365-33.6% |