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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 | $185,312+376.6% | $161,489+447.0% | $154,746+470.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.50% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $42,783 | $4,769+797.1% | $4,268+902.3% | $4,379+877.0% |
| Participant deferral / active EE | $5,875 | $6,350-7.5% | $5,630+4.4% | $6,730-12.7% |
| Admin fee / account holder | $4,024 | $18,654-78.4% | $16,006-74.9% | $14,365-72.0% |