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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 | $461,613 | $166,242+177.7% | $165,071+179.6% | $145,884+216.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.12% | 100.44%-83.3pp | 70.17%-53.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $17,455 | $5,283+230.4% | $4,347+301.5% | $4,662+274.4% |
| Participant deferral / active EE | $16,278 | $6,964+133.7% | $6,035+169.7% | $6,690+143.3% |
| Admin fee / account holder | $2,884 | $16,658-82.7% | $12,695-77.3% | $13,392-78.5% |