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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 | $513,461 | $174,379+194.5% | $152,093+237.6% | $138,895+269.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.88% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $13,291 | $4,652+185.7% | $4,175+218.4% | $4,194+216.9% |
| Participant deferral / active EE | $13,120 | $6,159+113.0% | $5,451+140.7% | $6,396+105.1% |
| Admin fee / account holder | $3,677 | $16,880-78.2% | $14,497-74.6% | $12,562-70.7% |