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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 | $703,830 | $172,111+308.9% | $150,298+368.3% | $137,256+412.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $13,047 | $4,636+181.4% | $4,154+214.1% | $4,156+213.9% |
| Participant deferral / active EE | $17,955 | $6,166+191.2% | $5,453+229.3% | $6,407+180.2% |
| Admin fee / account holder | $973 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |