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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 | $569,913 | $174,379+226.8% | $152,093+274.7% | $138,895+310.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.24% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $11,298 | $4,652+142.9% | $4,175+170.6% | $4,194+169.4% |
| Participant deferral / active EE | $7,934 | $6,159+28.8% | $5,451+45.5% | $6,396+24.0% |
| Admin fee / account holder | $2,085 | $16,880-87.7% | $14,497-85.6% | $12,562-83.4% |