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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 | $544,144 | $178,174+205.4% | $156,181+248.4% | $137,256+296.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.62% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,348 | $4,972+47.8% | $4,294+71.1% | $4,156+76.8% |
| Participant deferral / active EE | $11,789 | $6,888+71.2% | $6,132+92.3% | $6,407+84.0% |
| Admin fee / account holder | $1,802 | $17,404-89.6% | $14,586-87.6% | $12,270-85.3% |