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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 | $212,386+185.2% | $199,883+203.0% | $138,895+336.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.86% | 47.75%-30.9pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $27,080 | $6,625+308.8% | $6,261+332.5% | $4,194+545.6% |
| Participant deferral / active EE | $11,750 | $9,617+22.2% | $9,138+28.6% | $6,396+83.7% |
| Admin fee / account holder | $16,975 | $18,233-6.9% | $17,268-1.7% | $12,562+35.1% |