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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 | $622,483 | $147,556+321.9% | $129,031+382.4% | $198,609+213.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 15.53% | 37.41%-21.9pp | 34.67%-19.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $14,156 | $3,645+288.4% | $3,226+338.8% | $5,055+180.0% |
| Participant deferral / active EE | $18,787 | $5,760+226.2% | $5,217+260.1% | $6,977+169.3% |
| Admin fee / account holder | $5,886 | $15,467-61.9% | $13,208-55.4% | $19,030-69.1% |