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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 | $640,530 | $172,111+272.2% | $150,298+326.2% | $137,256+366.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.90% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $15,649 | $4,636+237.5% | $4,154+276.7% | $4,156+276.5% |
| Participant deferral / active EE | $9,921 | $6,166+60.9% | $5,453+82.0% | $6,407+54.9% |
| Admin fee / account holder | $2,070 | $16,471-87.4% | $14,116-85.3% | $12,270-83.1% |