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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 | $901,079 | $185,312+386.3% | $161,489+458.0% | $154,746+482.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.11% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $50,000 | $4,769+948.4% | $4,268+1071.4% | $4,379+1041.8% |
| Participant deferral / active EE | $2,143 | $6,350-66.3% | $5,630-61.9% | $6,730-68.2% |
| Admin fee / account holder | $43,540 | $18,654+133.4% | $16,006+172.0% | $14,365+203.1% |