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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 | $821,081 | $178,174+360.8% | $156,181+425.7% | $137,256+498.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.90% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $25,623 | $4,972+415.4% | $4,294+496.7% | $4,156+516.5% |
| Participant deferral / active EE | $15,224 | $6,888+121.0% | $6,132+148.3% | $6,407+137.6% |
| Admin fee / account holder | $3,828 | $17,404-78.0% | $14,586-73.8% | $12,270-68.8% |