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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 | $602,155 | $156,398+285.0% | $147,318+308.7% | $138,895+333.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.31% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,666 | $4,853-3.9% | $4,593+1.6% | $4,194+11.2% |
| Participant deferral / active EE | $30,409 | $8,237+269.2% | $7,906+284.6% | $6,396+375.4% |
| Admin fee / account holder | $9,063 | $14,976-39.5% | $13,708-33.9% | $12,562-27.9% |