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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 | $420,919 | $174,379+141.4% | $152,093+176.8% | $138,895+203.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.34% | 74.86%-63.5pp | 66.36%-55.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $7,659 | $4,652+64.6% | $4,175+83.4% | $4,194+82.6% |
| Participant deferral / active EE | $22,148 | $6,159+259.6% | $5,451+306.3% | $6,396+246.3% |
| Admin fee / account holder | $135,494 | $16,880+702.7% | $14,497+834.7% | $12,562+978.6% |