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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 | $683,167 | $185,312+268.7% | $161,489+323.0% | $154,746+341.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 74.34% | 103.84%-29.5pp | 89.72%-15.4pp | 172.34%-98.0pp |
| Employer contribution / active EE | $6,343 | $4,769+33.0% | $4,268+48.6% | $4,379+44.9% |
| Participant deferral / active EE | $9,707 | $6,350+52.9% | $5,630+72.4% | $6,730+44.2% |
| Admin fee / account holder | $2,573 | $18,654-86.2% | $16,006-83.9% | $14,365-82.1% |