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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 | $605,661 | $275,752+119.6% | $256,809+135.8% | $198,609+205.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.86% | 34.81%-17.9pp | 32.73%-15.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $27,080 | $7,721+250.7% | $7,263+272.9% | $5,055+435.7% |
| Participant deferral / active EE | $11,750 | $10,037+17.1% | $9,520+23.4% | $6,977+68.4% |
| Admin fee / account holder | $16,975 | $25,716-34.0% | $25,146-32.5% | $19,030-10.8% |