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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 | $590,669 | $217,432+171.7% | $185,849+217.8% | $167,536+252.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.10% | 148.42%-128.3pp | 122.10%-102.0pp | 478.82%-458.7pp |
| Employer contribution / active EE | $10,972 | $5,875+86.8% | $5,169+112.3% | $4,839+126.7% |
| Participant deferral / active EE | $12,197 | $6,357+91.9% | $5,569+119.0% | $6,342+92.3% |
| Admin fee / account holder | $675 | $19,818-96.6% | $16,244-95.8% | $12,315-94.5% |