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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 | $611,667 | $181,062+237.8% | $158,223+286.6% | $155,188+294.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.76% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $13,131 | $4,565+187.7% | $4,109+219.6% | $4,248+209.1% |
| Participant deferral / active EE | $11,103 | $6,134+81.0% | $5,467+103.1% | $6,531+70.0% |
| Admin fee / account holder | $4,925 | $18,825-73.8% | $16,047-69.3% | $14,480-66.0% |