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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 | $897,645 | $174,379+414.8% | $152,093+490.2% | $138,895+546.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.14% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $54,633 | $4,652+1074.4% | $4,175+1208.7% | $4,194+1202.6% |
| Participant deferral / active EE | $2,500 | $6,159-59.4% | $5,451-54.1% | $6,396-60.9% |
| Admin fee / account holder | $193,956 | $16,880+1049.0% | $14,497+1237.9% | $12,562+1444.0% |