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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 | $787,479 | $154,228+410.6% | $145,433+441.5% | $137,256+473.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.64% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,900 | $4,804-18.8% | $4,554-14.4% | $4,156-6.2% |
| Participant deferral / active EE | $17,200 | $8,216+109.3% | $7,897+117.8% | $6,407+168.5% |
| Admin fee / account holder | $15,450 | $14,344+7.7% | $13,129+17.7% | $12,270+25.9% |