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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 | $541,926 | $212,386+155.2% | $199,883+171.1% | $138,895+290.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.96% | 47.75%-34.8pp | 43.81%-30.8pp | 145.39%-132.4pp |
| Employer contribution / active EE | $14,800 | $6,625+123.4% | $6,261+136.4% | $4,194+252.9% |
| Participant deferral / active EE | $12,450 | $9,617+29.5% | $9,138+36.2% | $6,396+94.6% |
| Admin fee / account holder | $9,686 | $18,233-46.9% | $17,268-43.9% | $12,562-22.9% |