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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 | $794,008 | $174,379+355.3% | $152,093+422.1% | $138,895+471.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.83% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $15,211 | $4,652+227.0% | $4,175+264.4% | $4,194+262.7% |
| Participant deferral / active EE | $12,032 | $6,159+95.3% | $5,451+120.7% | $6,396+88.1% |
| Admin fee / account holder | $7,256 | $16,880-57.0% | $14,497-49.9% | $12,562-42.2% |