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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 | $569,844 | $227,291+150.7% | $214,702+165.4% | $155,188+267.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.21% | 60.08%-47.9pp | 54.55%-42.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $5,600 | $6,772-17.3% | $6,461-13.3% | $4,248+31.8% |
| Participant deferral / active EE | $22,496 | $9,582+134.8% | $9,147+145.9% | $6,531+244.4% |
| Admin fee / account holder | $5,461 | $20,413-73.2% | $19,830-72.5% | $14,480-62.3% |