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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 | $746,677 | $156,398+377.4% | $147,318+406.8% | $138,895+437.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.50% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $33,132 | $4,853+582.7% | $4,593+621.4% | $4,194+689.9% |
| Participant deferral / active EE | $15,667 | $8,237+90.2% | $7,906+98.2% | $6,396+144.9% |
| Admin fee / account holder | $7,124 | $14,976-52.4% | $13,708-48.0% | $12,562-43.3% |