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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 | $212,386+183.1% | $199,883+200.8% | $138,895+332.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.50% | 47.75%-30.2pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $26,438 | $6,625+299.1% | $6,261+322.2% | $4,194+530.3% |
| Participant deferral / active EE | $17,588 | $9,617+82.9% | $9,138+92.5% | $6,396+175.0% |
| Admin fee / account holder | $13,370 | $18,233-26.7% | $17,268-22.6% | $12,562+6.4% |