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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 | $519,908 | $217,432+139.1% | $185,849+179.7% | $167,536+210.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.14% | 148.42%-121.3pp | 122.10%-95.0pp | 478.82%-451.7pp |
| Employer contribution / active EE | $6,631 | $5,875+12.9% | $5,169+28.3% | $4,839+37.0% |
| Participant deferral / active EE | $5,181 | $6,357-18.5% | $5,569-7.0% | $6,342-18.3% |
| Admin fee / account holder | $17,076 | $19,818-13.8% | $16,244+5.1% | $12,315+38.7% |