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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 | $486,716 | $156,398+211.2% | $147,318+230.4% | $138,895+250.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $8,550 | $4,853+76.2% | $4,593+86.2% | $4,194+103.9% |
| Participant deferral / active EE | $15,274 | $8,237+85.4% | $7,906+93.2% | $6,396+138.8% |
| Admin fee / account holder | $2,089 | $14,976-86.1% | $13,708-84.8% | $12,562-83.4% |