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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 | $539,594 | $251,004+115.0% | $191,597+181.6% | $138,895+288.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 15.91% | 31.05%-15.1pp | 27.07%-11.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $26,000 | $6,226+317.6% | $5,025+417.4% | $4,194+519.9% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,787 | $31,471-88.0% | $22,799-83.4% | $12,562-69.9% |