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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 | $884,745 | $275,752+220.8% | $256,809+244.5% | $198,609+345.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.48% | 34.81%-17.3pp | 32.73%-15.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $19,702 | $7,721+155.2% | $7,263+171.3% | $5,055+289.7% |
| Participant deferral / active EE | $18,728 | $10,037+86.6% | $9,520+96.7% | $6,977+168.4% |
| Admin fee / account holder | $5,577 | $25,716-78.3% | $25,146-77.8% | $19,030-70.7% |