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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 | $734,192 | $185,312+296.2% | $161,489+354.6% | $154,746+374.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.35% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $6,078 | $4,769+27.4% | $4,268+42.4% | $4,379+38.8% |
| Participant deferral / active EE | $23,500 | $6,350+270.1% | $5,630+317.4% | $6,730+249.2% |
| Admin fee / account holder | $6,127 | $18,654-67.2% | $16,006-61.7% | $14,365-57.4% |