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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 | $805,826 | $227,291+254.5% | $214,702+275.3% | $155,188+419.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.20% | 60.08%-44.9pp | 54.55%-39.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $4,190 | $6,772-38.1% | $6,461-35.1% | $4,248-1.4% |
| Participant deferral / active EE | $22,733 | $9,582+137.2% | $9,147+148.5% | $6,531+248.1% |
| Admin fee / account holder | $2,157 | $20,413-89.4% | $19,830-89.1% | $14,480-85.1% |