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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 | $508,818 | $181,062+181.0% | $158,223+221.6% | $155,188+227.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.12% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $12,721 | $4,565+178.7% | $4,109+209.6% | $4,248+199.5% |
| Participant deferral / active EE | $8,326 | $6,134+35.7% | $5,467+52.3% | $6,531+27.5% |
| Admin fee / account holder | $6,105 | $18,825-67.6% | $16,047-62.0% | $14,480-57.8% |