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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 | $514,065 | $156,398+228.7% | $147,318+248.9% | $138,895+270.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.36% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $21,868 | $4,853+350.6% | $4,593+376.1% | $4,194+421.4% |
| Participant deferral / active EE | $22,261 | $8,237+170.2% | $7,906+181.6% | $6,396+248.0% |
| Admin fee / account holder | $2,334 | $14,976-84.4% | $13,708-83.0% | $12,562-81.4% |