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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 | $687,381 | $172,111+299.4% | $150,298+357.3% | $137,256+400.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.30% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $16,140 | $4,636+248.1% | $4,154+288.5% | $4,156+288.3% |
| Participant deferral / active EE | $11,670 | $6,166+89.3% | $5,453+114.0% | $6,407+82.2% |
| Admin fee / account holder | $3,750 | $16,471-77.2% | $14,116-73.4% | $12,270-69.4% |