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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 | $586,173 | $177,156+230.9% | $147,027+298.7% | $154,746+278.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.83% | 21.94%-8.1pp | 20.23%-6.4pp | 172.34%-158.5pp |
| Employer contribution / active EE | $14,000 | $4,336+222.8% | $3,626+286.1% | $4,379+219.7% |
| Participant deferral / active EE | $27,250 | $5,797+370.1% | $4,933+452.4% | $6,730+304.9% |
| Admin fee / account holder | $5,571 | $14,904-62.6% | $12,223-54.4% | $14,365-61.2% |