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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 | $532,744 | $172,111+209.5% | $150,298+254.5% | $137,256+288.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.31% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $27,500 | $4,636+493.2% | $4,154+562.0% | $4,156+561.7% |
| Participant deferral / active EE | $19,677 | $6,166+219.1% | $5,453+260.9% | $6,407+207.1% |
| Admin fee / account holder | $16,965 | $16,471+3.0% | $14,116+20.2% | $12,270+38.3% |