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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 | $518,719 | $181,062+186.5% | $158,223+227.8% | $155,188+234.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.91% | 57.39%-34.5pp | 52.09%-29.2pp | 148.84%-125.9pp |
| Employer contribution / active EE | $18,196 | $4,565+298.6% | $4,109+342.9% | $4,248+328.4% |
| Participant deferral / active EE | $10,758 | $6,134+75.4% | $5,467+96.8% | $6,531+64.7% |
| Admin fee / account holder | $4,143 | $18,825-78.0% | $16,047-74.2% | $14,480-71.4% |