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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 | $684,232 | $183,592+272.7% | $155,567+339.8% | $145,959+368.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.22% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $16,560 | $5,315+211.6% | $4,674+254.3% | $4,661+255.3% |
| Participant deferral / active EE | $21,400 | $6,464+231.1% | $5,628+280.3% | $6,689+220.0% |
| Admin fee / account holder | $887 | $19,318-95.4% | $15,916-94.4% | $13,398-93.4% |