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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 | $958,761 | $185,312+417.4% | $161,489+493.7% | $154,746+519.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 34.93% | 103.84%-68.9pp | 89.72%-54.8pp | 172.34%-137.4pp |
| Employer contribution / active EE | $14,335 | $4,769+200.6% | $4,268+235.8% | $4,379+227.3% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $3,000 | $18,654-83.9% | $16,006-81.3% | $14,365-79.1% |