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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 | $700,727 | $147,556+374.9% | $129,031+443.1% | $198,609+252.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.60% | 37.41%-17.8pp | 34.67%-15.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $4,545 | $3,645+24.7% | $3,226+40.9% | $5,055-10.1% |
| Participant deferral / active EE | $12,481 | $5,760+116.7% | $5,217+139.2% | $6,977+78.9% |
| Admin fee / account holder | $20,316 | $15,467+31.3% | $13,208+53.8% | $19,030+6.8% |