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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 | $556,667 | $156,398+255.9% | $147,318+277.9% | $138,895+300.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $6,083 | $4,853+25.3% | $4,593+32.4% | $4,194+45.0% |
| Participant deferral / active EE | $19,038 | $8,237+131.1% | $7,906+140.8% | $6,396+197.6% |
| Admin fee / account holder | $5,024 | $14,976-66.5% | $13,708-63.4% | $12,562-60.0% |