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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 | $529,739 | $125,797+321.1% | $170,043+211.5% | $75,173+604.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.50% | 27.20%-4.7pp | 53.40%-30.9pp | 160.72%-138.2pp |
| Employer contribution / active EE | $24,682 | $4,616+434.7% | $6,790+263.5% | $2,671+824.1% |
| Participant deferral / active EE | $21,072 | $6,838+208.2% | $10,410+102.4% | $4,126+410.7% |
| Admin fee / account holder | $966 | $8,177-88.2% | $12,824-92.5% | $5,651-82.9% |