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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 | $718,936 | $162,136+343.4% | $152,301+372.0% | $154,746+364.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.82% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,880 | $4,890-41.1% | $4,624-37.7% | $4,379-34.2% |
| Participant deferral / active EE | $32,735 | $8,341+292.5% | $8,004+309.0% | $6,730+386.4% |
| Admin fee / account holder | $2,032 | $15,759-87.1% | $14,398-85.9% | $14,365-85.9% |