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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 | $183,539+272.8% | $155,556+339.9% | $145,897+369.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.22% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $16,560 | $5,315+211.6% | $4,675+254.2% | $4,663+255.2% |
| Participant deferral / active EE | $21,400 | $6,467+230.9% | $5,631+280.1% | $6,689+219.9% |
| Admin fee / account holder | $887 | $19,275-95.4% | $15,885-94.4% | $13,390-93.4% |