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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 | $181,062+429.5% | $158,223+506.0% | $155,188+517.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 34.93% | 57.39%-22.5pp | 52.09%-17.2pp | 148.84%-113.9pp |
| Employer contribution / active EE | $14,335 | $4,565+214.0% | $4,109+248.9% | $4,248+237.5% |
| Participant deferral / active EE | $7,750 | $6,134+26.3% | $5,467+41.8% | $6,531+18.7% |
| Admin fee / account holder | $3,000 | $18,825-84.1% | $16,047-81.3% | $14,480-79.3% |