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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 | $185,312+235.9% | $161,489+285.5% | $154,746+302.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.57% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $15,475 | $4,769+224.5% | $4,268+262.6% | $4,379+253.4% |
| Participant deferral / active EE | $2,337 | $6,350-63.2% | $5,630-58.5% | $6,730-65.3% |
| Admin fee / account holder | $21,426 | $18,654+14.9% | $16,006+33.9% | $14,365+49.2% |