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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 | $209,336+187.2% | $197,124+205.0% | $137,256+338.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.50% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $26,438 | $6,591+301.1% | $6,227+324.5% | $4,156+536.1% |
| Participant deferral / active EE | $17,588 | $9,614+82.9% | $9,135+92.5% | $6,407+174.5% |
| Admin fee / account holder | $13,370 | $17,308-22.8% | $16,298-18.0% | $12,270+9.0% |