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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 | $514,342 | $199,109+158.3% | $173,730+196.1% | $154,746+232.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.49% | 20.02%-8.5pp | 19.96%-8.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $25,776 | $5,311+385.3% | $4,577+463.1% | $4,379+488.6% |
| Participant deferral / active EE | $20,050 | $7,113+181.9% | $6,326+216.9% | $6,730+197.9% |
| Admin fee / account holder | $4,472 | $20,916-78.6% | $17,523-74.5% | $14,365-68.9% |