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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 | $476,599 | $174,379+173.3% | $152,093+213.4% | $138,895+243.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.12% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $13,559 | $4,652+191.5% | $4,175+224.8% | $4,194+223.3% |
| Participant deferral / active EE | $8,037 | $6,159+30.5% | $5,451+47.4% | $6,396+25.7% |
| Admin fee / account holder | $3,329 | $16,880-80.3% | $14,497-77.0% | $12,562-73.5% |