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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 | $172,111+292.6% | $150,298+349.6% | $137,256+392.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.04% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $17,491 | $4,636+277.3% | $4,154+321.1% | $4,156+320.9% |
| Participant deferral / active EE | $10,444 | $6,166+69.4% | $5,453+91.5% | $6,407+63.0% |
| Admin fee / account holder | $21,599 | $16,471+31.1% | $14,116+53.0% | $12,270+76.0% |