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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 | $628,190 | $172,111+265.0% | $150,298+318.0% | $137,256+357.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $34,536 | $4,636+644.9% | $4,154+731.4% | $4,156+731.0% |
| Participant deferral / active EE | $25,068 | $6,166+306.6% | $5,453+359.7% | $6,407+291.3% |
| Admin fee / account holder | $18,142 | $16,471+10.1% | $14,116+28.5% | $12,270+47.9% |