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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 | $432,992 | $172,111+151.6% | $150,298+188.1% | $137,256+215.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.38% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $19,200 | $4,636+314.1% | $4,154+362.2% | $4,156+362.0% |
| Participant deferral / active EE | $18,167 | $6,166+194.6% | $5,453+233.2% | $6,407+183.6% |
| Admin fee / account holder | $5,392 | $16,471-67.3% | $14,116-61.8% | $12,270-56.1% |