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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 | $564,731 | $174,379+223.9% | $152,093+271.3% | $138,895+306.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.98% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,537 | $4,652+19.0% | $4,175+32.6% | $4,194+32.0% |
| Participant deferral / active EE | $11,063 | $6,159+79.6% | $5,451+102.9% | $6,396+73.0% |
| Admin fee / account holder | $308 | $16,880-98.2% | $14,497-97.9% | $12,562-97.5% |