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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 | $517,361 | $185,312+179.2% | $161,489+220.4% | $154,746+234.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.57% | 103.84%-76.3pp | 89.72%-62.1pp | 172.34%-144.8pp |
| Employer contribution / active EE | $2,202 | $4,769-53.8% | $4,268-48.4% | $4,379-49.7% |
| Participant deferral / active EE | $22,109 | $6,350+248.2% | $5,630+292.7% | $6,730+228.5% |
| Admin fee / account holder | $1,316 | $18,654-92.9% | $16,006-91.8% | $14,365-90.8% |