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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 | $185,312+302.8% | $161,489+362.2% | $154,746+382.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.22% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $14,056 | $4,769+194.7% | $4,268+229.3% | $4,379+221.0% |
| Participant deferral / active EE | $9,858 | $6,350+55.3% | $5,630+75.1% | $6,730+46.5% |
| Admin fee / account holder | $675 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |