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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 | $621,609 | $162,136+283.4% | $152,301+308.1% | $154,746+301.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.51% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,562 | $4,890-27.2% | $4,624-23.0% | $4,379-18.7% |
| Participant deferral / active EE | $16,750 | $8,341+100.8% | $8,004+109.3% | $6,730+148.9% |
| Admin fee / account holder | $23,600 | $15,759+49.7% | $14,398+63.9% | $14,365+64.3% |