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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 | $746,351 | $172,111+333.6% | $150,298+396.6% | $137,256+443.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.22% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $14,056 | $4,636+203.2% | $4,154+238.4% | $4,156+238.2% |
| Participant deferral / active EE | $9,858 | $6,166+59.9% | $5,453+80.8% | $6,407+53.9% |
| Admin fee / account holder | $675 | $16,471-95.9% | $14,116-95.2% | $12,270-94.5% |