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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 | $573,898 | $156,398+266.9% | $147,318+289.6% | $138,895+313.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $8,342 | $4,853+71.9% | $4,593+81.6% | $4,194+98.9% |
| Participant deferral / active EE | $20,982 | $8,237+154.7% | $7,906+165.4% | $6,396+228.0% |
| Admin fee / account holder | $4,441 | $14,976-70.3% | $13,708-67.6% | $12,562-64.6% |