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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 | $515,677 | $154,228+234.4% | $145,433+254.6% | $137,256+275.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.87% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $29,984 | $4,804+524.1% | $4,554+558.3% | $4,156+621.5% |
| Participant deferral / active EE | $17,067 | $8,216+107.7% | $7,897+116.1% | $6,407+166.4% |
| Admin fee / account holder | $7,487 | $14,344-47.8% | $13,129-43.0% | $12,270-39.0% |