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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 | $415,029 | $185,312+124.0% | $161,489+157.0% | $154,746+168.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.70% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $8,199 | $4,769+71.9% | $4,268+92.1% | $4,379+87.2% |
| Participant deferral / active EE | $2,577 | $6,350-59.4% | $5,630-54.2% | $6,730-61.7% |
| Admin fee / account holder | $3,221 | $18,654-82.7% | $16,006-79.9% | $14,365-77.6% |