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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 | $488,696 | $172,111+183.9% | $150,298+225.2% | $137,256+256.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 34.45% | 69.37%-34.9pp | 62.79%-28.3pp | 220.34%-185.9pp |
| Employer contribution / active EE | $10,328 | $4,636+122.8% | $4,154+148.6% | $4,156+148.5% |
| Participant deferral / active EE | $7,365 | $6,166+19.4% | $5,453+35.1% | $6,407+15.0% |
| Admin fee / account holder | $1,703 | $16,471-89.7% | $14,116-87.9% | $12,270-86.1% |