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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 | $621,609 | $154,228+303.0% | $145,433+327.4% | $137,256+352.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,562 | $4,804-25.9% | $4,554-21.8% | $4,156-14.3% |
| Participant deferral / active EE | $16,750 | $8,216+103.9% | $7,897+112.1% | $6,407+161.4% |
| Admin fee / account holder | $23,600 | $14,344+64.5% | $13,129+79.8% | $12,270+92.3% |