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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 | $597,671 | $174,379+242.7% | $152,093+293.0% | $138,895+330.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.71% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $23,688 | $4,652+409.2% | $4,175+467.4% | $4,194+464.8% |
| Participant deferral / active EE | $23,500 | $6,159+281.5% | $5,451+331.1% | $6,396+267.4% |
| Admin fee / account holder | $5,285 | $16,880-68.7% | $14,497-63.5% | $12,562-57.9% |