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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 | $609,755 | $114,119+434.3% | $107,187+468.9% | $138,895+339.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.56% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $4,630 | $4,059+14.1% | $3,782+22.4% | $4,194+10.4% |
| Participant deferral / active EE | $15,000 | $5,538+170.9% | $5,096+194.3% | $6,396+134.5% |
| Admin fee / account holder | $20,908 | $10,024+108.6% | $9,162+128.2% | $12,562+66.4% |