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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 | $661,514 | $183,516+260.5% | $155,534+325.3% | $145,884+353.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.05% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,677 | $5,315-30.8% | $4,675-21.3% | $4,662-21.1% |
| Participant deferral / active EE | $10,083 | $6,467+55.9% | $5,630+79.1% | $6,690+50.7% |
| Admin fee / account holder | $11,884 | $19,293-38.4% | $15,900-25.3% | $13,392-11.3% |