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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 | $554,999 | $209,336+165.1% | $197,124+181.5% | $137,256+304.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.77% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,673 | $6,591+1.2% | $6,227+7.1% | $4,156+60.6% |
| Participant deferral / active EE | $17,703 | $9,614+84.1% | $9,135+93.8% | $6,407+176.3% |
| Admin fee / account holder | $2,105 | $17,308-87.8% | $16,298-87.1% | $12,270-82.8% |