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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 | $675,789 | $181,062+273.2% | $158,223+327.1% | $155,188+335.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.04% | 57.39%-42.3pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $17,491 | $4,565+283.2% | $4,109+325.7% | $4,248+311.8% |
| Participant deferral / active EE | $10,444 | $6,134+70.3% | $5,467+91.0% | $6,531+59.9% |
| Admin fee / account holder | $21,599 | $18,825+14.7% | $16,047+34.6% | $14,480+49.2% |