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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% | $155,574+339.8% | $145,877+369.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.22% | 61.37%-46.2pp | 64.87%-49.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $16,560 | $5,317+211.5% | $4,676+254.2% | $4,663+255.1% |
| Participant deferral / active EE | $21,400 | $6,466+231.0% | $5,629+280.2% | $6,691+219.9% |
| Admin fee / account holder | $887 | $19,316-95.4% | $15,914-94.4% | $13,402-93.4% |