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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 | $739,536 | $172,111+329.7% | $150,298+392.0% | $137,256+438.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.44% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $5,288 | $4,636+14.1% | $4,154+27.3% | $4,156+27.2% |
| Participant deferral / active EE | $16,760 | $6,166+171.8% | $5,453+207.4% | $6,407+161.6% |
| Admin fee / account holder | $4,038 | $16,471-75.5% | $14,116-71.4% | $12,270-67.1% |