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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 | $609,054 | $156,398+289.4% | $147,318+313.4% | $138,895+338.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.10% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $14,115 | $4,853+190.8% | $4,593+207.3% | $4,194+236.5% |
| Participant deferral / active EE | $17,422 | $8,237+111.5% | $7,906+120.3% | $6,396+172.4% |
| Admin fee / account holder | $2,625 | $14,976-82.5% | $13,708-80.8% | $12,562-79.1% |