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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 | $869,977 | $174,379+398.9% | $152,093+472.0% | $138,895+526.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.56% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $16,373 | $4,652+252.0% | $4,175+292.2% | $4,194+290.4% |
| Participant deferral / active EE | $17,463 | $6,159+183.5% | $5,451+220.3% | $6,396+173.0% |
| Admin fee / account holder | $8,145 | $16,880-51.7% | $14,497-43.8% | $12,562-35.2% |