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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 | $617,939 | $156,398+295.1% | $147,318+319.5% | $138,895+344.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $11,000 | $4,853+126.7% | $4,593+139.5% | $4,194+162.3% |
| Participant deferral / active EE | $17,875 | $8,237+117.0% | $7,906+126.1% | $6,396+179.5% |
| Admin fee / account holder | $6,578 | $14,976-56.1% | $13,708-52.0% | $12,562-47.6% |