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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 | $687,768 | $174,379+294.4% | $152,093+352.2% | $138,895+395.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.50% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $6,000 | $4,652+29.0% | $4,175+43.7% | $4,194+43.1% |
| Participant deferral / active EE | $21,000 | $6,159+241.0% | $5,451+285.2% | $6,396+228.3% |
| Admin fee / account holder | $6,284 | $16,880-62.8% | $14,497-56.7% | $12,562-50.0% |