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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 | $154,228+300.7% | $145,433+324.9% | $137,256+350.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $11,000 | $4,804+129.0% | $4,554+141.5% | $4,156+164.7% |
| Participant deferral / active EE | $17,875 | $8,216+117.6% | $7,897+126.3% | $6,407+179.0% |
| Admin fee / account holder | $6,578 | $14,344-54.1% | $13,129-49.9% | $12,270-46.4% |