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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 | $624,417 | $172,111+262.8% | $150,298+315.5% | $137,256+354.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 54.65% | 69.37%-14.7pp | 62.79%-8.1pp | 220.34%-165.7pp |
| Employer contribution / active EE | $11,000 | $4,636+137.3% | $4,154+164.8% | $4,156+164.7% |
| Participant deferral / active EE | $10,900 | $6,166+76.8% | $5,453+99.9% | $6,407+70.1% |
| Admin fee / account holder | $9,498 | $16,471-42.3% | $14,116-32.7% | $12,270-22.6% |