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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 | $628,290 | $185,312+239.0% | $161,489+289.1% | $154,746+306.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.23% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $15,838 | $4,769+232.1% | $4,268+271.1% | $4,379+261.7% |
| Participant deferral / active EE | $18,651 | $6,350+193.7% | $5,630+231.3% | $6,730+177.1% |
| Admin fee / account holder | $866 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |