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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 | $523,405 | $154,228+239.4% | $145,433+259.9% | $137,256+281.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $16,560 | $4,804+244.7% | $4,554+263.6% | $4,156+298.5% |
| Participant deferral / active EE | $23,360 | $8,216+184.3% | $7,897+195.8% | $6,407+264.6% |
| Admin fee / account holder | $15,053 | $14,344+4.9% | $13,129+14.7% | $12,270+22.7% |