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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 | $576,608 | $212,386+171.5% | $199,883+188.5% | $138,895+315.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.93% | 47.75%-22.8pp | 43.81%-18.9pp | 145.39%-120.5pp |
| Employer contribution / active EE | $10,000 | $6,625+51.0% | $6,261+59.7% | $4,194+138.4% |
| Participant deferral / active EE | $11,155 | $9,617+16.0% | $9,138+22.1% | $6,396+74.4% |
| Admin fee / account holder | $2,154 | $18,233-88.2% | $17,268-87.5% | $12,562-82.8% |