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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 | $789,099 | $209,336+277.0% | $197,124+300.3% | $137,256+474.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.08% | 48.09%-24.0pp | 44.34%-20.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $25,562 | $6,591+287.8% | $6,227+310.5% | $4,156+515.0% |
| Participant deferral / active EE | $19,760 | $9,614+105.5% | $9,135+116.3% | $6,407+208.4% |
| Admin fee / account holder | $33,731 | $17,308+94.9% | $16,298+107.0% | $12,270+174.9% |