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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 | $883,275 | $181,062+387.8% | $158,223+458.2% | $155,188+469.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.50% | 57.39%-33.9pp | 52.09%-28.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $42,783 | $4,565+837.3% | $4,109+941.2% | $4,248+907.2% |
| Participant deferral / active EE | $5,875 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $4,024 | $18,825-78.6% | $16,047-74.9% | $14,480-72.2% |