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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 | $544,188 | $142,354+282.3% | $125,529+333.5% | $155,188+250.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 13.58% | 306.06%-292.5pp | 202.56%-189.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $6,667 | $3,501+90.4% | $3,058+118.0% | $4,248+56.9% |
| Participant deferral / active EE | $20,667 | $5,491+276.4% | $4,813+329.4% | $6,531+216.4% |
| Admin fee / account holder | $4,755 | $19,392-75.5% | $16,298-70.8% | $14,480-67.2% |