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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 | $559,710 | $172,111+225.2% | $150,298+272.4% | $137,256+307.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.63% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,229 | $4,636+77.5% | $4,154+98.1% | $4,156+98.0% |
| Participant deferral / active EE | $11,483 | $6,166+86.2% | $5,453+110.6% | $6,407+79.2% |
| Admin fee / account holder | $2,087 | $16,471-87.3% | $14,116-85.2% | $12,270-83.0% |