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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 | $571,701 | $172,111+232.2% | $150,298+280.4% | $137,256+316.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.15% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,557 | $4,636+149.3% | $4,154+178.2% | $4,156+178.1% |
| Participant deferral / active EE | $23,891 | $6,166+287.5% | $5,453+338.1% | $6,407+272.9% |
| Admin fee / account holder | $2,429 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |