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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 | $622,530 | $172,111+261.7% | $150,298+314.2% | $137,256+353.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.57% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $15,475 | $4,636+233.8% | $4,154+272.5% | $4,156+272.4% |
| Participant deferral / active EE | $2,337 | $6,166-62.1% | $5,453-57.1% | $6,407-63.5% |
| Admin fee / account holder | $21,426 | $16,471+30.1% | $14,116+51.8% | $12,270+74.6% |