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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 | $531,713 | $156,398+240.0% | $147,318+260.9% | $138,895+282.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.19% | 78.75%-63.6pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $19,815 | $4,853+308.3% | $4,593+331.4% | $4,194+372.4% |
| Participant deferral / active EE | $22,795 | $8,237+176.7% | $7,906+188.3% | $6,396+256.4% |
| Admin fee / account holder | $2,619 | $14,976-82.5% | $13,708-80.9% | $12,562-79.2% |