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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 | $653,062 | $217,432+200.4% | $185,849+251.4% | $167,536+289.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.16% | 148.42%-134.3pp | 122.10%-107.9pp | 478.82%-464.7pp |
| Employer contribution / active EE | $11,530 | $5,875+96.3% | $5,169+123.1% | $4,839+138.3% |
| Participant deferral / active EE | $11,116 | $6,357+74.9% | $5,569+99.6% | $6,342+75.3% |
| Admin fee / account holder | $1,274 | $19,818-93.6% | $16,244-92.2% | $12,315-89.7% |