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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 | $608,381 | $275,752+120.6% | $256,809+136.9% | $198,609+206.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.61% | 34.81%-29.2pp | 32.73%-27.1pp | 202.70%-197.1pp |
| Employer contribution / active EE | $32,416 | $7,721+319.9% | $7,263+346.3% | $5,055+541.2% |
| Participant deferral / active EE | $21,688 | $10,037+116.1% | $9,520+127.8% | $6,977+210.9% |
| Admin fee / account holder | $17,321 | $25,716-32.6% | $25,146-31.1% | $19,030-9.0% |