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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 | $593,230 | $185,312+220.1% | $161,489+267.4% | $154,746+283.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.76% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $12,589 | $4,769+164.0% | $4,268+194.9% | $4,379+187.5% |
| Participant deferral / active EE | $11,952 | $6,350+88.2% | $5,630+112.3% | $6,730+77.6% |
| Admin fee / account holder | $2,117 | $18,654-88.6% | $16,006-86.8% | $14,365-85.3% |