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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 | $556,643 | $228,352+143.8% | $185,827+199.5% | $158,950+250.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.91% | 40.81%-20.9pp | 35.96%-16.0pp | 302.91%-283.0pp |
| Employer contribution / active EE | $8,125 | $4,967+63.6% | $4,087+98.8% | $4,762+70.6% |
| Participant deferral / active EE | $17,749 | $6,416+176.6% | $5,633+215.1% | $5,983+196.7% |
| Admin fee / account holder | $423 | $11,867-96.4% | $9,502-95.5% | $11,248-96.2% |