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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 | $879,495 | $209,336+320.1% | $197,124+346.2% | $137,256+540.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.18% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $32,052 | $6,591+386.3% | $6,227+414.7% | $4,156+671.2% |
| Participant deferral / active EE | $16,224 | $9,614+68.7% | $9,135+77.6% | $6,407+153.2% |
| Admin fee / account holder | $10,679 | $17,308-38.3% | $16,298-34.5% | $12,270-13.0% |