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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 | $601,215 | $223,823+168.6% | $211,142+184.7% | $154,746+288.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.50% | 50.39%-32.9pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $26,438 | $6,787+289.6% | $6,442+310.4% | $4,379+503.7% |
| Participant deferral / active EE | $17,588 | $9,750+80.4% | $9,284+89.4% | $6,730+161.3% |
| Admin fee / account holder | $13,370 | $19,707-32.2% | $19,076-29.9% | $14,365-6.9% |