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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 | $563,811 | $174,379+223.3% | $152,093+270.7% | $138,895+305.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.73% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $16,574 | $4,652+256.3% | $4,175+297.0% | $4,194+295.2% |
| Participant deferral / active EE | $10,639 | $6,159+72.7% | $5,451+95.2% | $6,396+66.3% |
| Admin fee / account holder | $65,611 | $16,880+288.7% | $14,497+352.6% | $12,562+422.3% |