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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 | $647,425 | $117,396+451.5% | $99,452+551.0% | $152,870+323.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.31% | 31.87%-10.6pp | 30.72%-9.4pp | 345.34%-324.0pp |
| Employer contribution / active EE | $15,106 | $3,013+401.3% | $2,540+494.7% | $4,763+217.2% |
| Participant deferral / active EE | $12,409 | $4,086+203.7% | $3,619+242.9% | $5,850+112.1% |
| Admin fee / account holder | $6,317 | $7,632-17.2% | $6,251+1.0% | $11,597-45.5% |