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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 | $524,870 | $162,136+223.7% | $152,301+244.6% | $154,746+239.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.57% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $21,616 | $4,890+342.0% | $4,624+367.4% | $4,379+393.6% |
| Participant deferral / active EE | $17,034 | $8,341+104.2% | $8,004+112.8% | $6,730+153.1% |
| Admin fee / account holder | $4,337 | $15,759-72.5% | $14,398-69.9% | $14,365-69.8% |