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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 | $866,790 | $185,312+367.7% | $161,489+436.8% | $154,746+460.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.73% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,460 | $4,769-48.4% | $4,268-42.4% | $4,379-43.8% |
| Participant deferral / active EE | $14,238 | $6,350+124.2% | $5,630+152.9% | $6,730+111.5% |
| Admin fee / account holder | $28,428 | $18,654+52.4% | $16,006+77.6% | $14,365+97.9% |