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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 | $503,043 | $172,111+192.3% | $150,298+234.7% | $137,256+266.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.38% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $19,514 | $4,636+320.9% | $4,154+369.8% | $4,156+369.5% |
| Participant deferral / active EE | $18,758 | $6,166+204.2% | $5,453+244.0% | $6,407+192.8% |
| Admin fee / account holder | $120,928 | $16,471+634.2% | $14,116+756.7% | $12,270+885.5% |