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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 | $567,268 | $154,228+267.8% | $145,433+290.1% | $137,256+313.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.20% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $42,902 | $4,804+793.0% | $4,554+842.0% | $4,156+932.3% |
| Participant deferral / active EE | $28,708 | $8,216+249.4% | $7,897+263.5% | $6,407+348.1% |
| Admin fee / account holder | $1,822 | $14,344-87.3% | $13,129-86.1% | $12,270-85.2% |