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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 | $478,888 | $156,398+206.2% | $147,318+225.1% | $138,895+244.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.79% | 78.75%-59.0pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $25,271 | $4,853+420.7% | $4,593+450.2% | $4,194+502.5% |
| Participant deferral / active EE | $19,118 | $8,237+132.1% | $7,906+141.8% | $6,396+198.9% |
| Admin fee / account holder | $11,209 | $14,976-25.2% | $13,708-18.2% | $12,562-10.8% |