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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 | $845,036 | $185,312+356.0% | $161,489+423.3% | $154,746+446.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.63% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $11,093 | $4,769+132.6% | $4,268+159.9% | $4,379+153.3% |
| Participant deferral / active EE | $15,039 | $6,350+136.8% | $5,630+167.1% | $6,730+123.4% |
| Admin fee / account holder | $54,122 | $18,654+190.1% | $16,006+238.1% | $14,365+276.8% |