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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 | $527,556 | $184,014+186.7% | $161,149+227.4% | $138,895+279.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.63% | 21.52%-5.9pp | 21.16%-5.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $12,902 | $5,055+155.2% | $4,360+195.9% | $4,194+207.6% |
| Participant deferral / active EE | $18,556 | $6,909+168.6% | $6,153+201.6% | $6,396+190.1% |
| Admin fee / account holder | $2,322 | $18,027-87.1% | $15,194-84.7% | $12,562-81.5% |